World oil demand to fall by 1.1 mil bpd in 2026 amid US-Iran conflict (previous forecast 420k bpd drop) World…

I see at least one more rate increase It’s important to cap inflation expectations ECB’s Simkus expects the central bank…

CPI +0.2% vs +0.4% m/m expected Prior +0.7% CPI +2.8% vs +3.0% y/y expected Prior +2.8% Core CPI +0.3% vs…

While the US and Iran looks to try and finalise the text and terms of their framework agreement for a…

Summary: US weighing naval escorts and insurance mandates to unblock nearly 500 stranded tankers at Hormuz despite MOU signing; oil…

Pan Gongsheng’s explicit statement that maintaining China’s previous credit growth pace is both difficult and unnecessary is the most market-significant…

The marginal delay to LNG normalisation, pushed from end-June to end-July, is a small but meaningful signal that the physical…

The ninth consecutive month of export growth reinforces the case for the BoJ to continue its gradual tightening path, with…

Japan April core machinery orders +8.7% m/m +15.6% y/y Japan May trade balance -¥378.7B exp -¥564.6B, prev +¥301.9B Japan May…

A coordinated G7 move toward higher tariffs on Chinese goods would represent a significant escalation in the global trade war,…