This comes as the market digests the impact from Iranian attacks on Qatari LNG infrastructure. The global LNG market is set ...
Geopolitical tensions continue to underpin gold, but recent price action shows they are not enough on their own to drive a ...
Sentiment data becoming less optimistic . Survey results on South Korean sentiment are likely to be less optimistic, as ...
Oil prices are surging amid an escalation in the Persian Gulf. ICE Brent is up more than 4% this morning, breaking above $112 ...
Front-end rates continue to push higher after a surprisingly hawkish BoE and reports that some at the ECB are already ...
The BoJ kept its policy rate at 0.75% but inflation is likely to face upward pressure due to higher energy prices ...
The Bank of England's unquestionably hawkish decision to hold rates has opened the door to future hikes if energy prices stay ...
The UK jobs market is considerably cooler than it was in 2022 when the last energy shock hit. While the latest report was a ...
The rates space is set up at a higher base rate anchor, and more essure on long rates ahead. The war "over there" has hit home dramatically in the rates space, primarily through h ...
The Polish economy had barely begun to shake off the negative impact of severe weather at the start of 2026 when it was ...
Fed believes in the productivity boom. There is nothing particularly surprising from the Federal Reserve outcome. A "no ...
We have published new scenarios for oil and gas prices based on recent developments in the Gulf. Here, we discuss the implications for interest rates and FX. Our baseline continues to assume rate cuts ...
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