Our baseline sees lower euro rates overall with a steeper curve, but upside risks remain material in the near term ...

Thursday’s nationwide mobilisation over wages and purchasing power will put further pressure on the French government ...

We face the peak of Dutch pension reforms in January 2027, with the steepening impact for longer-dated rates being limited ...

The good (AI), the bad (deficits) and the ugly (inflation) extend well beyond the US, with similar dynamics at play in France ...

The Central Bank of Uzbekistan kept its policy rate unchanged at 14.00% on 4 November, in line with our expectations. Howev ...

GBP rates seem to have drifted too high versus Bank of England expectations, which we attribute to a significant risk premium ...

The spaghetti-western title neatly captures the three big forces shaping long-end rates: the ‘good’ of AI-driven productivity ...

Headline inflation in the Netherlands rose to 3.3% year-on-year in October from 3.0% in September. Energy was not the main ...

The results are in and it's a big Democratic victory. With most votes counted, it's clear the Democrats have secured a ...

US rates and a triple whammy of obstacles to overcome. In the US, our baseline view centres on the good, the bad and the ugly ...

In focus today will be the eurozone flash CPI for October. Energy prices are expected to drive the headline to 4.0% ...

A decisive election result supports immediate sentiment, but the prospect of tighter AI regulation could add to jitters about ...