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

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

Overall, the July number as a whole, while not impressive, continues a theme of reasonable support for US securities. This ...

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

Inflation is more or less at its peak, though it's likely to stay in the 3.5-4% area for the rest of this year ...

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

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

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

All eyes are on tonight's Fed meeting, where a 25bp rate cut is widely expected. The dollar has been selling off ahead of ...

August US nominal retail sales rose more strongly than anticipated, but volume growth remains range-bound with consumers wary ...

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

Global sustainable finance issuance amounted to US$975bn in the first seven months of 2025. While this does trail slightly ...