We are getting to the optimal part of a zone where getting long will make glaring sense, where even impact carry flips ...
To abort the rise in Treasury yields, we'd need to see a print below 150k. Else onwards and upwards. In the UK, gilt yields ...
The most important question for European car markets at the start of the year is whether the ambitious EU CO2 targets for ...
Last month’s main developments were centred on the policy outlook. The Politburo meeting and Central Economic Work Conference ...
The incoming retail and industrial data for November was rather mixed, but reinforces our view that Hungary's technical ...
The utility, healthcare, and TMT sectors led USD corporate supply in 2024, each surpassing $100bn. The oil & gas sector ...
Corporate supply ends at €390bn, expecting more in 2025 . Euro corporate supply closed the year at a rather considerable ...
Hungary's December deficit is a positive surprise, but may reflect a one-off rather than a structural improvement ...
You see, the global economy’s start to the new year has been as wild as Robbie’s first years as a pop star. And I have to ...
Due to a favourable inflation outlook, increasing signs of an economic slowdown, and early indications of an easing cycle, ...
German industrial production increased by 1.5% in November, recovering from a 0.4% decline in October. However, industrial ...
Equally, the dollar is likely to stay strong into Trump's inauguration on 20 January. If Tuesday's press conference is ...