The Bank of Japan held rates steady, but hawkish sentiment grew with two dissenting votes. The market was surprised by the ...

Jobless claims dropped back sharply yesterday, a rare positive development for the US jobs market and the dollar ...

The most concerning development is the employment climate, which fell by two points due to reduced hiring plans in services.

Sweden’s Riksbank meets on 23 September, and we share the market’s view that rates will be kept on hold, with pricing implying only a 30% chance of a cut. But the tone of the meeting will be important ...

Henry hub natural gas extended declines yesterday after the US reported above-average natural gas inventory injections over the last week. Total gas stockpiles remain above the five-year average, ...

As widely expected, the Fed has resumed cutting interest rates with a 25bp move yesterday. They think three more cuts will be ...

The coffee sector is still facing supply chain disruptions due to US tariffs; green coffee from Brazil and roasted coffee ...

The Fed cut the policy rate 25bp as expected. They think three more cuts will be enough to boost growth and prompt a revival ...

In line with our call, Norway’s central bank cut rates by 25bp to 4.0% today. But forward guidance now shows the bank’s ...

The 3yr bills rate breaks even versus our forecast for 3mth bills, while the 10yr rate generates a decent spread on swaps to ...

Headwinds are particularly visible in manufacturing as external demand remains weak, held back by Germany’s economic ...

The broad monetary policy conditions are assessed as only slightly restrictive or neutral in the CNB's view. Meanwhile, core ...