The latest positioning data shows that speculators increased their net long by 4,318 lots over the last reporting week to 265 ...
Either way, the arbitrage will eventually close. If tariffs are ruled out, the US premium should narrow, and some metal could ...
Today's August CPI release can provide the green light to fully price a September hike with even a marginal upside surprise.
US headline and core inflation came in well above the 0.17% month-on-month trend rate required to bring the annual rate down ...
After this week's hawkish antics at the ECB, markets are pricing in loads more rate hikes, with no cuts in sight. At ING, we're not convinced. James Smith argues that it all comes down to whether the ...
When considering the core of Czech policymakers’ comments, we understand that the CNB Board currently assesses the broad ...
The day the European Central Bank hiked rates was not so much about the policy decision or what ECB President Christine ...
For the second month in a row, the UK economy has defied expectations and grown significantly faster than expected. Activity ...
The Bank of Japan is expected to hike rates by 25bp, while Taiwan’s interest rate decision remains a close call. Markets will ...
We expect a 25bp hike from the BoJ on 18 September. An aggressive tightening cycle is priced, leaving some room for ...
We expect the Bank of England to keep rates on hold at 3.75% with another 6-3 vote at its 17 September meeting. A November rate hike becomes more likely only if energy prices stay consistently high – ...
Copper has fallen sharply from a fresh record after Reuters reported that a US decision on refined copper tariffs has not yet ...