Actualités

ICE decides against EU's sovereign index inclusion, but EU is still part of a scarce AAA-resource . While EU bonds have traded well-supported over the summer, that picture saw a s ...
Oil prices are marginally lower in early morning trading today, following the meeting between Presidents Trump and Zelensky. The Ukrainian leader appears to have pushed for more clarity around US ...
Money market spreads have steadied following the conclusion of rate cuts, but there is upside pressure on a shrinking ECB balance sheet ...
Currently, the Treasury has a cash balance of around $550bn. And it is likely to push this up by at least another $100bn – and possibly $200bn (through bills issuance). The extent to which it does ...
Liquidity conditions remain broadly stable on a reduced pace of QT together with a strong uptake in Bank of England liquidity facilities ...
EUR/CHF briefly traded above 0.945 as markets reopened from the weekend but has since given up all gains and is back at Friday’s 0.941 level. That confirms markets did not see any reasons to price in ...
US tariffs are already denting European exports. In June, eurozone exports dropped by 2.4% month-on-month and on the year were up by 0.4%. As imports increased by more than 3% MoM ...
US Treasuries traded heavy on Monday, on a day of complexities and different cross winds that makes interpretation tough. Bunds remain a good safe asset to hide for any US-driven turmoil, which can ...
Ultimately, the reduced risk of tougher sanctions and secondary tariffs should allow bearish oil fundamentals to become the dominant driver for oil prices moving forward.
The Reserve Bank of New Zealand will meet on 20 August for the first time since 8 July, when it decided to hold the official cash rate (OCR) at 3.25%. We expect a 25bp cut to 3.0%, in line with ...
Money market spreads have steadied following the conclusion of rate cuts, but there is upside pressure on a shrinking ECB balance sheet Ample bank reserves will ease lower in the coming months. Value ...
Central and Eastern Europe has remained relatively calm in recent days in the absence of local news and as it awaits the outcome of today's US-Russia talks. Yesterday's stronger-than-expected PPI data ...