The National Bank of Poland's president might give the impression that the chances of rate cuts may be diminishing in the current communication. However, the CPI inflation path in the second half of ...

Both the 3yr and 5yr payers are impact positive in carry, but that dissipates as the RBA cuts (final (3) above). The 10yr has cumulative negative carry of some 500bp (average 50bp pa). This may seem ...

Romanian inflation remained elevated in February, at 5.0%, driven primarily by energy prices and services. While this could still prove to be just a hiccup in the disinflation cycle, it further adds ...

Production increased by 0.8% month-on-month in January, which confirms hopes of a bottoming out after two years of declining output.

The increasing Bund component could reach up to 85% assuming the credit spreads stay steady. In order to remain closer to ...

Other large increases in supply are expected from Ghana and Ecuador, which are forecast to see supply grow by around 13% and 12%, respectively. The International Cocoa Organization (ICCO) estimates ...

The bond market had a counterintuitive reaction to yesterday’s cooler-than-expected core CPI data (0.2% MoM), with the Fed’s ...

Oil prices bounced higher yesterday on a constructive weekly inventory report from the Energy Information Administration ...