FUNDAMENTAL OVERVIEW USD: The US dollar weakened across the board yesterday after Trump basically confirmed the WSJ report in a…

This crisis is worse than the two in the 1970s and Russia-related in 2022 put together Some 40 key energy…

Key findings: Input price inflation hits 41-month high Suppliers’ delivery times lengthen to greatest extent since mid-2022 Production falls for…

Key findings: Cost pressures intensify in March alongside notable supply chain delays Output and new orders buoyed as customers react…

EUROPEAN SESSION In the European session, we don’t have much on the agenda other than the final Manufacturing PMIs for…

There is perhaps just one to take note of on the day, as highlighted in bold below. That being for…

RatingDog / S&P Global China manufacturing PMI for March 2026. Yesterday we had the official PMIs. Summary: China manufacturing PMI…

In brief: Oil edges higher amid ongoing Middle East tensions and mixed signals Trump signals imminent U.S. withdrawal (2–3 weeks),…

Market signals from insurance, shipping flows and physical oil pricing point to ongoing disruption in Hormuz, despite conflicting narratives. Mid-April…

The PBOC allows the yuan to fluctuate within a +/- 2% range, around this reference rate. PBOC injects 500mn yuan…