If Middle East flows continue uninhibited despite geopolitical events, oil risk premium will likely erode slowly ...

French spreads remain under pressure as protests reinforce concerns around the stabilisation of public finances ...

China's 3Q GDP comes in slightly stronger than expectations. China's GDP rebounded to 4.5% year-on-year in the third quarter, up from 4.3% in the second quarter, a little stronger ...

AI-related jitters entered the FX picture last week, although currencies are more accurately borrowing the reaction from the rates channel. The USD two-year OIS/SOFR has dropped 25bp from the 14 ...

Oil tanker markets sit at the centre of geopolitical turmoil, and this year that has translated into record-breaking freight ...

When the revision came out, the 10-year Greek spread over Bunds was around 130bp, about where France trades now. It took six ...

Oil is holding firm as Middle East tensions refuse to cool. Meanwhile, IEA members agreed to release the rest of the ...

Independent euro weakness has dragged EUR/GBP back to the lows of the year at 0.8450/55. Were French risk to escalate, e.g., ...

Taiwan's exports surged by 60.9% year-on-year in September, up from 41.0% YoY in August, marking a six-month high. Exports ...

The US midterm elections are on 3 November, with all 435 House of Representatives seats and 35 of the 100 Senate seats up for ...

At present, higher inflation is primarily the result of an external supply shock in the form of rising energy prices, while ...

Brazilian assets are in the midst of a re-rating, while Banxico is showing benign neglect for the peso. BRL/MXN can advance ...