Recovering risk sentiment helps euro rates nudge back up again. Market sentiment is recovering, and euro rates, in particular, are taking this opportunity to rise higher. At Davos ...

Davos brought a de-escalation in geopolitical and tariff risk, and the dollar can enjoy a bit more support from here, in our view, as focus shifts to a supportive macro picture. Elsewhere, Norway’s ...

Production in many sectors should grow between 1% and 1.5% in 2026. Construction and staffing should see the biggest gains versus 2025, but most EU firms won't notice big changes in the growth outlook ...

South Korean GDP unexpectedly contracted 0.3% quarter on quarter in the October-December period, partly due to a technical ...

Although Japan’s December exports fell short of the market consensus of 6.1% growth, the economy continues to demonstrate resilience despite US tariffs and heightened tensions with China. Notably, ...

However, US natural gas storage is still comfortable. The latest data shows that storage stood at 3.19Tcf as of 9 January, 1% higher year-on-year and also 3.4% above the 5-year average. This suggests ...

The latest rise in UK inflation – from 3.2% to 3.4% in December – shouldn't last. We expect headline CPI to get to 2% and even temporarily dip below in April. That should unlock further rate cuts in ...

There are no market-moving data releases in the US today. Market pricing for a Fed cut has remained untouched despite the ...

We likely calm now, but this is not over The rise in Treasury yields since Friday reflects a combination of factors. Talk on ...

The latest UK jobs report suggests those concerns are overblown Here's what the latest UK jobs report tells us: Unemployment ...

While 2025 was the year of disruption for Trump’s pharma policies, we expect 2026 to be the year of truth: will the US ...

The tensions between the US and EU are only having a mild impact on markets thus far, but we do expected a bullish mood in ...