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Weak jobs growth and huge downward revisions suggest a broad loss of momentum and a growing likelihood of meaningful interest ...
Taiwan's GDP growth surged to 8.0% YoY in the second quarter as external demand contributed a whopping 5.8ppt. We have been ...
If the FX options market is any guide, and once this week's big event risks are out of the way, investors are pricing a quiet ...
Our team are sticking to their rate cut call for now. But as Carsten wrote this week, if the worst is genuinely behind us on ...
German and eurozone inflation are likely to fulfil the ECB's old target of 'below but close to 2%' in the months ahead ...
It’s been a big day in FX markets where a wholly weak US jobs report has pulled the rug from under Jerome Powell’s hawkish stoicism and stopped the dollar’s rally in its tracks. It looks highly likely ...
The UK jobs market is creaking, providing plenty of justification for a 25 basis point rate cut this month. But it’s a nuanced picture, which, set against sticky inflation data, suggests little reason ...
Despite all the economic sluggishness and uncertainty in recent years, the eurozone labour market has remained as strong as ...
The 0.1% growth compared to the first quarter shows resilience despite US trade volatility. While short-term risks to the ...
South Korea reached a 15% tariff deal with the US, committing $350 billion in investments and buying $100 billion in US LNG ...
Core inflation held steady at 2.3% in July – for a third consecutive month. Selling price expectations for services and goods are ticking up a little bit, though, especially for goods. Goods inflation ...
The potential impact of secondary tariffs on oil prices has us questioning whether Trump will actually follow through on such ...
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