Warsh guides forward without forward guidance
Italian confidence data improves further in August
Strong jump in eurozone sentiment in August
ECB is gradually shifting towards a September rate hike
Philippines' central bank stays hawkish as inflation risks remain elevated
Eurozone bank lending growth accelerated in July
US spending stalls as inflation makes slow progress towards target
German Ifo index is more evidence of the economy's resilience
Can the Treasury simply use its deposit account to finance Treasury buybacks?
Poland’s consumers shrug off higher fuel prices in July
Singapore inflation surprises lower, but upside risks keep MAS on tightening…
At the Jackson Hole Symposium, Chair Warsh struck a more hawkish tone
RBNZ preview: A 25bp hike, with some dovish risks
Markets are very hawkish on further tightening in New Zealand
Poland’s draft 2027 budget: Not great, not terrible
The fiscal deficit is set to run above 7% of GDP in Poland
Confidence indicators point to continued resilience in Italy's economy
Hungary's labour market eases, but structural pressures remain
Short-term easing in the Hungarian labour market has been observed, but demographic trends are set to exert more pressure
CEE & CCA week ahead: Kazakhstan rate decision and Polish GDP
A look ahead at next week's economic events across the CEE and CCA regions
Despite droughts, higher energy prices and broader geopolitical concerns, momentum remains quite decent
THINK Ahead: Six months of the Iran War in six charts
James Smith's guide to the week ahead
French economy grinds to a halt
The French economy has avoided recession, but only just, making the government’s fiscal targets even harder to achieve
Asia week ahead: Key data on Australia, China, India, Japan, Korea, Philippines
We expect India's GDP growth to ease modestly to 7.5%, while Australia slows to 1.8%
FX Daily: Keeping an eye on the long end
FX markets will take their cue from long-dated Treasuries today
The Commodities Feed: Oil prices up even as Hormuz flows increase
President Trump indicates US happy to wait and see if economic pressure on Iran yields results
Rates Spark: Hawkish ECB not helping French government bonds
Spreads between OATs and Bunds widened as markets pay more attention to the fiscal and political situation
Support within the ECB for a September rate hike appears to be growing
Bangko Sentral ng Pilipinas has upgraded its 2027 inflation forecast amid concerns over El Niño-related food inflation and wage increases
Despite economic uncertainty, bank lending growth to households and corporates rose in July
FX Daily: September Fed conundrum remains
PCE figures failed to move rate expectations much
Rates Spark: Why 4.75% is a natural fit for the 10yr yield
Mapping 4.5% to 5% as the key extremity bands for the 10yr yield
The Canadian dollar has further to fall on tariff chaos
The loonie should underperform other G10 peers
Inflation continues its slow progress towards target as consumer fundamentals remain soft
Trump wants to bring aluminium home, but it won’t be easy
President Donald Trump says the US “desperately needs” aluminium
Europe's Pitch Book: Doomed by demographics?
Europe's ageing problem may pose challenges, but are important opportunities being overlooked?
Marieke Blom: How Europe is defying demographic decline
ING's Marieke Blom explains how rising participation among women, younger people and older workers is helping Europe overcome labour shortages and…
Singapore inflation rose in July and upside risks persist
Impact on long yields can result from an expansion in the size of long-end buybacks. But not from how the buybacks are financed
FX Daily: Dollar soft, US policy in spotlight
Dollar opens the week on the soft side as market waits on US policy announcements
Rates Spark: US long-end under increasing scrutiny
US and EUR long-end yields remain under pressure as attention increasingly turns on fiscals
Germany's hot political autumn
Three state elections in September will shape the federal government's future
Slower but still solid retail sales in July
Rates Spark: An uneasy calm
Market measures point to a calming, but calm rarely persists
The German economy is on track to achieve the best growth performance since 2022
FX Daily: Dollar caught between many fronts
The dollar is finding some support
Rates Spark: It's about bigger buybacks, not how its financed
Key messaging is not on how the buybacks are financed, but on the threat that the buybacks could be increased again, and again
National Bank of Hungary preview: More clues for more cuts
An August rate cut is a done deal, and we think there's more to come
The Commodities Feed: Oil shrugs off Bessent’s ‘D-day’ plan for Iran
Oil market still awaiting details on timeline for trading partners to reduce ties with Iran
FX Daily: Lower energy helps Bessent's plans
Lower energy prices are taking pressure off long bonds and helping the risk environment
