We anticipate two more 25bp rate cuts in 2025, but they are likely to be delayed until the fourth quarter of the year ...

We expect a 25bp cut in Switzerland, and holds in the UK, Norway and Turkey. But the main driver for FX remains the Middle ...

Dutch pension funds continued to add to their interest rate hedging. The latest data from this year's first quarter shows that the five largest Dutch pension funds all increased t ...

Negative inflation and extremely low inflation forecasts have prompted the SNB to lower its key rate to 0%. A return to negative territory is likely.

The US TIC data saw one large seller - Canada (wonder why). Otherwise, nothing dramatic. The FOMC left us with a bearish tint ...

Unsurprisingly there was no policy rate change from the Federal Reserve at today’s FOMC meeting. This leaves the Fed funds ...

The initial CSRD reporting discrepancies hinder comparison. Despite that, we derive several highpoints, for example, some ...

Markets are now speculating on a US military intervention in Iran, and oil prices are jumping again. This has triggered a ...

EUR/USD may not need to rush higher in the near term, while the yen remains an attractive bet in the longer run ...

Bank Indonesia maintained a cautious stance amid ongoing tariff uncertainties and rising geopolitical tensions ...

Iran conflict, focusing on any signs that Iran may seek to disrupt crude flows across the Strait of Hormuz The oil market ...