Equity jitters offered the dollar some support yesterday – a reminder of the greenback’s very strong safe-haven appeal ...

Oil prices spiked following Iranian attacks on three ships in the Strait of Hormuz, including an LNG carrier and an oil ...

The feed-through to rates via front-end pricing is clear, and markets, for instance, are back to more than fully pricing ...

The summer edition of the US Treasury’s FX report (covering 2025) looks unlikely to label any country a currency manipulator, ...

US job creation slowed after a decent three-month run while the unemployment rate fell mostly due to worker disengagement ...

The oil market is on course for its fourth consecutive week of declines as flows through the Strait of Hormuz continue to ...

Asia consumption recovery: gradual but uneven. Private consumption across Asia remained subdued in 2025, reflecting soft real ...

The German government has finally announced a big reform package that should eventually get the economy out of stagnation ...

Repo has calmed, and the Fed has a handle on the liquidity circumstances. We like terming out on a theory that the Fed does ...

The ECB has revived the minimum reserves discussion to cut its losses. Reuters reported yesterday that the ECB was ...

Oil is back near pre-war levels, but there are reasons to believe the market is too optimistic over the speed and ...

Nickel prices have retreated as the market reassesses whether Indonesia will follow through with the supply tightening that ...