Years ago, we released podcasts exploring the fascinating changes and developments in China's food retail sector, particularly in the online space, often referred to as "new retail." However, the ...

Of the deals to have landed so far this week it would appear the majority have landed flat to fair value.

European energy markets have started 2025 in turmoil, with gas supply concerns and low wind levels raising power and carbon prices above last year's levels.

Eurozone GDP growth stalled in the final quarter 2024. The economies of Germany and France both shrank, Italian GDP was flat, and Spain outperformed again with a growth rate of 0.8% q/q. Surveys ...

For now, President Trump has not materially changed the outlook for the Eurozone economy. So, there is no reason to expect the ECB to change course at this juncture. The Governing Council increasingly ...

The first week of the Trump presidency brought relief for investors in view of the absence of any announcement on fresh trade tariffs.

We expect the Bank of England MPC to cut its policy rate by 25bp to 4.50% at next week’s meeting, in line with market consensus. Recent data has shown softer inflation and weaker growth, and with the ...

The Bank of Canada released its decision to cut the policy rate 25bp from 3.25% to 3.00%.

As was widely expected, the ECB cut its policy rate yesterday by 25 basis points, bringing the deposit rate to 2.75%. As our ECB-watcher Bas van Geffen notes in his post-meeting comment, incoming data ...

We expect to see MXN weakness drive USD/MXN up to the 21-handle on a one-month view, and see USD/MXN trading sideways throughout 2025.

The Fed and ECB meetings this week will shorten the funding window, this on the back of a week where the strong momentum in covered bond primary conditions were tested.

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