At Any Rate

Global Rates: Scandi and BoE Central Bank wrap up, UK politics (again)

Global Commodities: Seeing the Invisible

Global Rates: Inflation Markets in Europe, the UK and the US

In Focus: G7 Summit

Emerging Markets Outlook and Strategy for 2H26

Global Rates: European Rate Markets – looking ahead over 2H26

Global Commodities: A Perfect Storm

Global FX: Central banks take centre stage

Global FX & Economics: UK Outlook, GBP and SEK

US Rates - Another Volatile Week in Rates Markets

Global Commodities: Is that it?

Global FX: Payrolls postmortem, ECB/ BoC watch, euro roundup

Global Rates: ECB, cross-market views and UK politics update

Global Commodities: Can the world live with 9% less oil?

Global FX: Bearish EUR factors intensify, USD decouples from real rates, and an update on low FX vols

EM Fixed Income: EM resilience amid renewed USD strength and idiosyncratic pitfalls

EM Fixed Income: EM resilience amid renewed USD strength and idiosyncratic pitfalls

Global FX: Broader impacts from the dollar bid

Macroeconomic shifts and currency strategies dominate the current market landscape, with the US dollar maintaining a bullish outlook driven by resilient growth and persistent core inflation. While European data remains soft, the Norwegian Krone benefits from hawkish central bank expectations and favorable rate spreads....

Global Commodities: What’s New?

Natural gas and precious metals markets are navigating significant structural shifts driven by geopolitical instability and evolving supply-demand dynamics. European natural gas markets face increased volatility as Asian buyers, seeking to replace Middle Eastern supply, pull spot volumes away from Europe, narrowing the...

EM Fixed Income: Assessing EM amid the global repricing of rates