The market seems to be acknowledging the Treasury’s reiterated fiscal pledges and this has prevented the gilt and pound ...

We are getting to the optimal part of a zone where getting long will make glaring sense, where even impact carry flips ...

Recent data from Russia’s Agricultural Regulator shows that the grain exports increased by 4mt YoY to 73.1mt for 2024. This ...

To abort the rise in Treasury yields, we'd need to see a print below 150k. Else onwards and upwards. In the UK, gilt yields ...

Hungary's December deficit is a positive surprise, but may reflect a one-off rather than a structural improvement ...

Corporate supply ends at €390bn, expecting more in 2025 . Euro corporate supply closed the year at a rather considerable ...

The utility, healthcare, and TMT sectors led USD corporate supply in 2024, each surpassing $100bn. The oil & gas sector ...

The incoming retail and industrial data for November was rather mixed, but reinforces our view that Hungary's technical ...

The most important question for European car markets at the start of the year is whether the ambitious EU CO2 targets for ...

Equally, the dollar is likely to stay strong into Trump's inauguration on 20 January. If Tuesday's press conference is ...

German industrial production increased by 1.5% in November, recovering from a 0.4% decline in October. However, industrial ...

Last month’s main developments were centred on the policy outlook. The Politburo meeting and Central Economic Work Conference ...