As President Trump softens his approach to tariffs, markets should start paying more attention to the supply pressures in ...

Trade de-escalation continues to provide upward pressure on the long end, whilst cooler CPI data helps the US front end lower ...

The dollar gave back almost all of its post-China-deal gains in one session. We think there is still a significant bearish ...

And any evidence of foreign investors increasing FX hedge ratios on US assets will only ever be anecdotal. But the US policy ...

President Claudia Sheinbaum is riding high in the opinion polls for her handling of tariff negotiations. That said, Mexico is ...

The Indian rupee underperformed most of the region and appreciated by just 1.1% vs the USD last month. FIIs were net sellers ...

Events in Romania have dominated CEE FX markets over the last month and have questioned the central bank's normally complete ...

The dollar may struggle to recover too much further as slower growth, lower US rates and fiscal risk all apply pressure ...

A weaker USD following a cooler-than-expected US consumer price index (CPI) provided some tailwinds to the oil market.

Oil and metals prices rose after the US and China said they will temporarily lower tariffs on each other’s products, with the ...

The 2.7% decline in South Korea’s jobless rate bodes well for a GDP recovery in the second quarter. The decline was unexpected (vs 2.9% in March, 3.0% market consensus) largely driven by a surprise ...

We think that the National Bank of Romania (NBR) will keep its policy unchanged at the 16 May meeting, in line with market expectations. The Bank will likely continue to factor in the all-around ...