This year's Autumn Budget could be seismic for UK markets. We think it's more likely to push gilt yields down than up, yet ...
Market yields look like they want to fall and can, but we continue to view any such move as an overshoot to the downside ...
China's GDP grew by 4.8% year-on-year in the third quarter, slowing for a second consecutive quarter from the 5.2% growth in the second quarter. Still, the economy managed to beat expectations for a ...
As Jamie Dimon warned, there may be more ‘cockroaches’ (i.e. distressed lenders) out there after two US regional banks reported credit issues last week. Markets will be looking very closely for ...
French politics has now taken centre stage. Normally, when you think of unstable and fragmented politics, you think of Italy, ...
China's discussion of its 15th Five-Year Plan will be a major focus, along with GDP and property price data and a ...
Wage growth came in slightly lower than expected in August – stabilising at a high level, but not high enough to encourage ...
The precious metals rally is driven by concerns over economic credit quality, expectations of continued Fed easing, and ...
The UK economy may have been more resilient than expected in recent months, but that won't stop the Office for Budget ...
The impact of the US-China trade spat can be seen in China's import profile as well. Imports from the US slumped to -16.1% ...
Bund yields are falling by more than equities would justify. From the demand side, we may have more investors seeking safe ...
Gold prices reached another record in the early Thursday trading session amid surging bets over a Federal Reserve rate cut and rising trade tensions between the US and China Gold rose to another ...
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