The most striking part about today’s release is the sharp decline in Italian consumer confidence, which lost almost four ...

When it comes to bonds, Padhraic Garvey makes the fair point that tariffs can cut both ways. Higher inflation and weaker ...

In addition to Japan and South Korea, Europe is a major exporter of cars to the US. Car makers like Volkswagen are ...

The eurozone economic sentiment indicator dropped in March from 96.3 to 95.2. Sentiment fell mainly because of weakening ...

Well today's US data is only inflaming stagflation fears. The Federal Reserve’s favoured inflation measure, the core PCE ...

Gold surged to a fresh record high this morning, surpassing the previous record hit just yesterday, after US President Donald ...

Labour market in soft landing. The German labour market has been in a very gradual soft landing since 2022. While the number ...

DXY risks an intra-day run-up to 104.70, and an outside risk to 104.90 on today's inflation data. But the mood music in the ...

Yesterday's announcement of an across-the-board 25% tariff on US auto imports has yet to significantly impact FX markets. This might be because President Trump hinted at potentially being more lenient ...

There can be some further moves lower and tighter, but at the same time we're at a point where volatility reducing plays deserve attention ahead of what can risk being quite a jumpy period Even with ...

US manufacturers are increasingly nervous about President Trump’s tariffs. They’re already disrupting supply chains, and the threat of still more next month looks to be hitting both confidence and ...

The main focus next week is new tariff developments. On top of President Trump’s “Liberation Day” announcement of reciprocal ...