Turkey's March data shows a better-than-expected turnout, but recent currency weakness could result in upward pressure on ...

Trump's tariffs will lead to more volatility and risk off in credit. With the technical picture weakening, there is less to ...

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

The biggest risk-off impact so far has been on US markets. We remain wary about fragile risk sentiment and take a tactical ...

However, in general tariffs are a regressive form of taxation with lower income households spending more of their on income ...

Higher-than-expected US tariffs will drag on Chinese growth and inflation this year. China has been quite measured in its ...

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

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

Even as domestic demand supports local growth rates, our team expects easing cycles to extend. Most opportunity is seen in ...

The just-released minutes of the ECB’s March meeting confirm increasingly diverging views on when to cut interest rates again. An easing bias with the openness to pause was the stance after the March ...

US President Donald Trump announced a sweeping new set of tariffs on Wednesday, calling it 'Liberation Day'. Our economists have analysed the implications of these tariffs for the US, Asia and Europe, ...

A US 20% reciprocal tariff on the European Union will hurt. It's worsened the eurozone's short-term outlook. Now, so much depends on European governments to push through with their planned fiscal ...