The scale of the sell-off suggests the market is pricing in a significant demand hit as recession fears grow. Current price ...

While global stock markets tumble into what could become a Black Monday, just-released German industrial data from February ...

Global tariffs are proving bullish for the global yield curve. Fine, but it needs to steepen too, from both ends ...

Nominal wage growth accelerated in February thanks to a strong increase in bonus payments, but it failed to keep pace with price pressures. We think the Bank of Japan is likely to take a wait-and-see ...

The Constitutional Court upheld the impeachment of President Yoon Seok Yeol and markets welcomed the news. However, the ...

President Trump’s punitive tariffs hit Asia, with largest levies on Vietnam and smaller textile exporters. The largest ...

Oil prices have sold off heavily as the market deals with a potential demand hit from tariffs and a surprise supply increase ...

The UK is less susceptible to US tariffs, and not just because it was hit with a lower rate than its EU neighbours. But the impact of a weaker US and European economy could be much more significant.

Even though the markets had been fully anticipating big tariff news, they've still gone risk-off, with likely more to come ...

As we wrote in our earlier note, the abrupt hike in US reciprocal tariffs indeed prompted a strong response from China, ...

The market reaction to today’s “liberation day” will depend on the size of tariffs, geographical/sectorial distribution, and ...

President Trump's reciprocal tariffs on Japan (24%) and South Korea (25%) were largely in line with market expectations. Both ...