Turkey's current account posted a deficit of US$4.0bn, higher than the market forecast and our call at US$3.5bn. A closer ...

Corporate Reverse Yankee supply added just US$1.2bn in December, bringing the 2025 total to US$91.6bn. Given the large US ...

Corporate Reverse Yankee supply added just US$1.2bn in December, bringing the 2025 total to US$91.6bn. Given the large US ...

We address new information about Dutch pension hedging strategies, and in US the remarkable attack on the Federal Reserve ...

2025 was a huge year in commodity markets, and a dramatic start to 2026, with US action in Venezuela, suggests this year ...

The pushback from some Republican lawmakers against the DoJ probe on Fed Chair Powell has eased market nerves. And while more reassurances are likely needed, that may be enough for today, allowing the ...

In industrial metals, copper rose toward a record amid ongoing concerns over supply, while the US continues to import record volumes ahead of any potential tariffs. Comex copper inventories reached an ...

If Fed risk abates, USD/JPY continues to face upside risks that could extend to 160 – a level that should see some resistance ...

The fixed-base index also paints a grim picture: the decline in November completely offset the growth of the previous two ...

The oil market is facing increased supply risks amid intensifying protests in Iran ...

Canada releases labour data for December at the same time as the US today. Here, the consensus is less optimistic: -2k for ...

Our economists take a look at recent developments in the US, Asia and Europe, as well as in FX, commodities and rates ...