Corporates are bearing the bulk of the cost of tariffs for now, keeping inflation contained and giving the Fed room to cut ...

We expect a 0.4% month-on-month core CPI print in the US today, above the 0.3% consensus. That should offer the dollar ...

Corporate supply above average in July . Supply in July was above average at €20bn, as the busy June continued into July, ...

As expected, the US and China confirmed a 90-day extension of their trade truce, after several rounds of “productive” negotiations. This keeps tariffs steady until November. Yet after the wave of ...

The UK jobs market is undoubtedly cooling, though a more modest fall in payroll employment suggests that the worst may be behind us, following big tax and Living Wage hikes. Better news on wage growth ...

US inflation and fiscal deficit data for July likely impactful for Treasuries. Markets are bracing for the July CPI report, due Tuesday, with expectations of a modest 0.2% month-o ...

USD corporate supply was below average in July pencilling in US$28bn, the lowest recorded figure of the year and considerably lower than last year’s July figure of US$51bn. However, we expect USD ...