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South Korea's early April trade data is a vital early look at global trade trends. The sudden 5.2% drop in South Korean exports in the first 20 years of April suggests US tariffs ...
Exports rose for a sixth straight month in March, but at a slower pace. Japanese exports rose 3.9% in March year on year (vs ...
Even though there's some relief, we are witnessing not a gentle reset or subtle changes in economic relationships but rather ...
Japan’s core inflation accelerated in March, yet economic uncertainty will limit the Bank of Japan’s ability to continue ...
The ECB just announced that it cut its policy interest rates by 25bp, bringing the deposit rate to 2.25%. We think that more ...
With Donald Trump set to implement a 145% (and counting!) tariff and China ready to 'fight to the end,' tariffs have ...
We are convinced that there are more rate cuts to come. The ECB's sense of urgency has clearly increased. However, everyone ...
Retail sales jumped as consumers brought forward purchases of 'big ticket' items to get ahead of feared tariffs. But with ...
At the April Monetary Policy Committee meeting, the Central Bank of Turkey (CBT) hiked its policy rate by 350bp to 46% and ...
President Trump surprised markets with a 90-day pause in reciprocal tariffs for most trading partners. This provided a boost ...
The Trump administration has declared the lack of medicine production in the US a national security threat, which means ...
European natural gas is also getting caught up in the global risk-off trade. The Title Transfer Facility (TTF) has traded ...
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