China’s finance ministry announced last week that it would end its export tax rebate policy for aluminium, starting 1 ...

We'll also be looking out for S&P Global PMIs, which are expected to show more of the same for the US: weak manufacturing ...

This week's data flow and mildly hawkish Fed Chair Powell comments leaves market pricing for a December Fed cut in the ...

We have confirmation that Polish CPI rose to 5% YoY in October despite some moderation in core inflation. Authorities plan to ...

The divergence between EUR and US rates continues. While the ECB endpoint is being recalibrated lower, a more hawkish Powell ...

In the near term, the cancellation of rebates will make Chinese aluminium more expensive on the international market and ...

The 10Y gilt yield seems too high and should revert to around 4% by mid-2025, below our UST target of 5%. Markets seem to ...

European gas prices are trading at their highest levels since November last year on concerns that some Russian pipeline flows ...

For all the post-budget excitement about the prospect of faster UK growth, the latest GDP figures appear to provide a bit of ...

These programmes have been primarily targeting home appliances and autos, and both categories saw an uptick in October, with ...

The dollar remains at risk of positioning-led corrections, but so far macro data and Fed communication have not offered any ...

The Japanese economy grew by 0.2% quarter-on-quarter seasonally adjusted in the third quarter of this year, slowing from 0.5% ...