The optimal size and composition of each central bank balance sheet across the G7 is beyond the scope of this report. That said, we...

A busy U.K. docket on Wednesday is over, and we are set to receive preliminary PMIs ahead, so far, the data has led to traders pushing...

**As seen in Online Tools>Calendar, subscribe at cablefxm.co.uk/reports Economic calendar sees S&P Global PMIs, EU consumer confidence,...

The cumulative fall in ECB rates in the upcoming cutting cycle as implied by current market pricing is only around 160bp, which is less...

German inflation is expected to accelerate in May and fluctuate around slightly higher levels, according to the Bundesbank monthly report...

Euro-Swiss franc is up 0.2% on the day to 0.9906, the 8th consecutive session of gains is the longest winning streak since October 2022...

The front-end of the Gilt curve is pressured as the docket saw tier-1 data on Wednesday. April consumer prices slowed less than expected,...

**As seen in Online Tools>Inflation Dashboard, subscribe at cablefxm.co.uk/reports A fresh update release includes: Export/download data,...

**As seen in Online Tools>Inflation Dashboard, subscribe at cablefxm.co.uk/reports April figures updated our U.S. inflation surprise...

The April consumer prices report showed easing as the headline fell to 3.4% From the prior 3.5% Y/y, core CPI dipped to 3.6% from the...

**As seen in Online Tools>Calendar, subscribe at cablefxm.co.uk/reports Ahead: Sweden employment, U.K. CPI and public finances, U.S. MBA...

**As seen in Risk In The Week report 05/20/24, subscribe at cablefxm.co.uk/reports U.K. consumer prices rose 3.2% Y/y in March, this was...

**As seen in Risk In The Week report 05/20/24, subscribe at cablefxm.co.uk/reports The RBNZ left rates unchanged in April at 5.50%, this...

Interestingly, as shown in Figure 15, UKX's relative outperformance (esp. vs the SPX) has historically been associated with the shift...

This has been a question of intense debate. Survey participants almost uniformly see this as a horse race between the RBNZ and Federal...

**As seen in Risk In The Week report 05/20/24, subscribe at cablefxm.co.uk/reports Canada March consumer prices rose 2.9% Y/y, a touch...

**as seen in Risk In The Week report 05/20/24, subscribe at cablefxm.co.uk/reports This week: Canada CPI RBNZ Decision U.K. CPI Japan CPI

Arguments over whether, or the extent to which, China has breached intellectual property rights, offered unfair government subsidies to...

**As seen in Online Tools>Calendar, subscribe at cablefxm.co.uk/reports Economic calendar holds U.S. jobless claims, U.S. building...

**As seen in Risk In The Week report, 05/10/24, subscribe at cablefxm.co.uk/reports China industrial output rose 4.5% Y/y in March, this...