US tariffs are clouding the Canadian outlook, and the Bank of Canada has trimmed rates by 25bp to 2.75% today in line with ...

Airfares were the catalyst for softer inflation prints in February, but the good news may not last given tariffs ...

Incidentally, the inflation story is yet to improve convincingly enough for the Fed to cut rates again. Today’s February CPI release can trigger an uptick in the dollar should our call for 0.3% core ...

South Africa’s finance minister Enoch Godongwana today presented the country’s 2025 budget, having already delayed the process from 19 February amid disagreements within the ruling Government of ...

In January, Turkey's current account registered a deficit of $3.8bn, exceeding both the market consensus of $3.2bn and our ...

To achieve smaller semiconductor structures, improved transistor designs are essential. Leading-edge fabs have been working ...

Treasuries don't know which way to look here. Rally and they get constrained by price risks. Sell-off an they get hit by ...

We're expecting renewed growth for Dutch manufacturing in 2025 following a very weak couple of years. Growth remains moderate, but a turnaround is set to end the sector's two-year decline A sobering ...

In Britain, Brexit has become increasingly unpopular with the public. 55% of the population believe it was the wrong decision, according to YouGov, and only 30% now think it was right. A fifth of ...

The Covid-19 crisis marked an interesting period in the recent history of the semiconductor industry. There was a high demand for electronics products and therefore semiconductors. This demand was ...

A few weeks back we alerted to a change in the mood music for US Treasuries. We pointed to unexpectedly assertive Department of Government Efficiency plans and Treasury Secretary Bessent's open and ...

A weaker USD provided some support to the commodities complex yesterday. However, markets remain sensitive to external developments ...