Inflation pressures have increased recently, both on the domestic and foreign front. Distortions in the residential market have the potential to fuel ...

The Central Bank of Turkey kept its policy and interest rates unchanged in the June meeting. But the forward guidance shows ...

Despite weaker jobs numbers, the Bank of England is showing little sign that it’s about to pick up the pace of easing. We expect cuts in August and November. EUR/GBP upside risks are set to persist in ...

So, it looks like Norges Bank agreed with us that the market conditions for a cut now are ideal. EUR/NOK is trading 0.6% higher on the day, after having spiked over 1.0% after the rate cut. But the ...

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 ...

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

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.

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

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 ...

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