AI investment remains a positive long-term story for Big Tech, but investors may see slower EPS growth and lower valuation ...

We remain supportive of robust issuance across European and US credit markets, driven by tech deals amid the AI boom ...

Philippine headline inflation eased to 6.4% year-on-year in June, driven by softer transport and food price pressures. Yet ...

A court decision on whether to allow Marine Le Pen to run for office today has great implications for French politics, but ...

Bearish bias remains intact starting the week. Markets entered the new week with the bearish bias remaining in place. Monday ...

Sustainable aviation fuel (SAF) remains the leading solution for cutting emissions, but adoption is still moving slowly. The ...

We don't expect an ECB rate hike in July but higher reserve requirements should see an uneven tightening impact ...

Repo has calmed, and the Fed has a handle on the liquidity circumstances. We like terming out on a theory that the Fed does ...

Stable reserves – thanks to the Bank of England's liquidity facilities – are supporting money market conditions ...

The Reserve Bank of New Zealand once again faces an important policy decision with limited information. Key data is published ...

US job creation slowed after a decent three-month run while the unemployment rate fell mostly due to worker disengagement ...

Asia consumption recovery: gradual but uneven. Private consumption across Asia remained subdued in 2025, reflecting soft real ...