Taking everything into account, we still can't see any clear-cut reasons for the National Bank of Hungary (NBH) to ease ...

Swiss inflation remains low, as it has for the past two years, due to falling prices of imported goods driven by the strong ...

Bangko Sentral ng Pilipinas (BSP) lowered its policy rate by 25bp to 4.5%, in line with expectations, citing benign inflation ...

All in all, next week’s ECB meeting promises to have all the ingredients of a typical family gathering at Christmas: ...

In fact, over the past year, the 10yr yield has averaged 4.3%, while core inflation has averaged 3%. That’s an average ...

Fed members suggest just one further cut is their 2026 central projection, but risks are skewed towards more cuts ...

European government bonds will likely see more convergence amid Germany's fiscal expansion and consolidation efforts bearing ...

The recent FOMC meetings share a theme: rates are converging toward what appears to be a landing zone on several fronts, even if only temporarily. The balance sheet is now on freeze (there is a floor ...

Sovereign, supranational, and agency (SSA) spreads sit at tight spreads versus core sovereigns. Heavy Bund supply and still ...

China's consumer price index inflation rose to 0.7% year on year in November, up from 0.2% in October. This was broadly in ...

Whilst the front end of the swap curve remains relatively anchored as the ECB stays on hold, longer rates should still drift ...

Our reversion to normal for 2026 is akin to a desperate 'I'm okay!' It's a normal that's far from boring, as it treks a ...