The revisions to the US balance mean that the global balance is also tighter. Global corn ending stocks for 2024/25 were cut ...
In terms of export product, China's key winners of 2024 have been concentrated in several key sectors. Ships (57.3%), ...
It is hard to see the dollar trend changing this week given the prospect of another strong set of US inflation data, which ...
Oil prices have rallied following stricter US sanctions against Russian oil, targeting both production and export flows ...
Gilt yields have risen strongly over the past few months and with a yield of 5.3%, the 30Y is at its highest level since 1998 ...
The market seems to be acknowledging the Treasury’s reiterated fiscal pledges and this has prevented the gilt and pound ...
Another upside surprise on US jobs numbers will intensify the belief that Federal Reserve officials are under no pressure to ...
Core inflation (Thu): On the basis of the December flash CPI, we estimate that core inflation excluding food and energy ...
German industrial production increased by 1.5% in November, recovering from a 0.4% decline in October. However, industrial ...
Today’s November's wage data showed solid gains, suggesting the economy remains on the recovery path and the virtuous cycle ...
Eurozone headline inflation rose to 2.4% in December, with core inflation stabilising at 2.7%. A further increase in the ...
Last month’s main developments were centred on the policy outlook. The Politburo meeting and Central Economic Work Conference ...