The more serious exchange of fire in the Gulf and the jump in oil yesterday have seen far less of a reaction in FX than in ...

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

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

Sustainable aviation fuel (SAF) remains the leading solution for cutting emissions, but adoption is still moving slowly. The ...

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 ...

While the record high temperatures during the day and overnight are clearly harmful for human health, they will also leave ...

The market is anticipating a 50bp hike ahead, but we argue that a hold (and holds) ahead are entirely defensible. Why? Mostly ...

Elsewhere, we don’t expect the Sintra forum to deliver any dovish tilt by the ECB ahead of a key CPI test on Thursday. We ...

In breaking above the 2024 highs near 162, USD/JPY has returned to levels not seen since the 1980s. Traders continue to ...

Czech real GDP growth was confirmed at 2.2%, while private consumption and fixed investment dynamics were revised downwards.

Elsewhere, GBP is doing better It looks like FX and interest rate markets (plus this author) were getting a little ahead of ...