2/02/2026 All eyes on the dollar The dollar’s dominance is contested with institutions diversifying reserves while the private sector's reliance on the dollar still endures.
26/01/2026 Geopolitical swings in the spotlight in Davos In Davos, Canadian PM Carney warned that mid‑sized countries must develop a system to replace the US‑centric global order.
19/01/2026 US inflation down, but still above target Productivity gains should help keep labour costs in check over the medium term.
12/01/2026 ECB to stay on hold in early 2026 For now, the ECB is in a 'good place', with services inflation remaining high and activity data improving more than expected.
15/12/2025 Fed cuts, keeps a balanced tone With its recent rate cut decision, the Fed has lowered its benchmark rate for a total of 75bp this year.
8/12/2025 Japan bond yields on the rise 2Y bond yields rose to their highest level since 2008 on hopes of a rate hike by the BOJ.
1/12/2025 UK budget aims for a balance UK budget projects less debt issuance in the near term (vs. market expectations), explaining the calm reaction in bond yields.
