Manufacturing output in France fell by 0.7% month-on-month in August, according to the latest data from Insee. While this drop may raise concerns, it should be viewed in context. July’s figures were ...

Business sentiment in Spain edged up to 53.8 in September, remaining in expansionary territory according to S&P Global’s PMI data. This headline figure masks a notable reversal in the underlying ...

Traded volatility is falling across financial markets. Investors have settled into the view that the Fed will likely cut rates twice more this year and probably another 50bp in 2026. The US interest ...

The Bangko Sentral ng Pilipinas' (BSP) monetary policy decision on Thursday will be challenging amid risks of rising food inflation over the next few months due to the impact of typhoons on the food ...

Unemployment remains near all-time lows as the economy maintains a slow pace of growth amid significant uncertainty ...

The Reserve Bank of New Zealand (RBNZ) meets on 8 October, and we are aligned with consensus in expecting a 25bp cut to 2.75%. Market pricing is 32bp, showing some modest speculation on a larger move ...

US rates are finding bullish signals in second-tier data as the US government shutdown continues. The second-largest Dutch pension fund is showing confidence about its transition date of 1 January ...

GenAI use is ramping up fast, which offers some insight into how people are using it. OpenAI recently published a deep dive into ChatGPT usage. The findings show that while people are using it for ...

We could see a longer tail effect from this ADP print, given uncertainty around the payrolls release and general data silence, which limits directional catalysts in FX. We continue to favour a lower ...

The pickup in inflation to 2.2% in September was mainly on energy effects, which will fade in the months ahead ...

The RBI has held its repo rate steady at 5.5% as it balances growth and currency risks. It has sharply cut its inflation forecast, but it's cautious about INR weakness. A rate cut in December is a ...

Oil prices extended losses yesterday after reports that OPEC+ may be bringing supply back onto the market at a quicker-than-expected pace. The group is currently unwinding its voluntary supply cuts of ...