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Discussion of upcoming inflation prints in Euro Area and US, with focus on commodity prices and central bank implications for rates and inflation markets.
By BNP Paribas Asset Management, Chief Market Strategist Daniel Morris. The number of challenges facing Europe only seems to grow. The Middle East conflict highlights Europe's continued dependency...
What do you need to know? The US Federal Reserve unanimously voted to raise interest rates by 25 basis points to 3.75%-4.0%, marking the first hike since July 2023. Fed Chair Kevin Warsh highlighte...
Strategic real estate acquisitions can support business growth while simultaneously enhancing capital efficiency.
Explore charts on Canada, UK and China growth, US jobs and spending, euro-area inflation, and geopolitical risks to Australian LNG exports.
China and the US agreed to lower tariffs on USD 30bn of each other's products. China's consumers will pay lower taxes when buying camels from the US. US anglers face lower taxes when buying fishhoo...
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
The USD index (DXY) rallied to near a one-month high last week. USD can continue to benefit from widening US-G6 interest rate differentials and rising US longer-term real yields. The break in the 1...
Throughout the first half of 2026, private markets have shown resilience amid rising macroeconomic crosscurrents.
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