Chinese assets sold off after the Trump 2.0 outcome, but policymakers should be more prepared this time around. China’s ...

After the last few months of polling foreshadowed a very tight contest, what we ultimately got was the least dramatic ...

Tax cuts support growth, but promised tariffs, immigration controls and higher borrowing costs will become headwinds ...

As Donald Trump performs better than many polls had predicted, the market is bracing for a clean sweep for the Republican ...

Trump trades have boosted the dollar across the board as consensus rapidly grows around a Trump win. Markets are pricing in – ...

Oil prices have held relatively steady as the market awaits the outcome of the US election ...

Polish monetary policymakers are widely expected to maintain interest rates and delay easing until the second quarter of next ...

Biodiversity loss is an expensive problem, but some interventions don't have to be costly for consumers and society ...

The Reserve Bank of Australia (RBA) left policy rates unchanged but revised down its 2025 growth forecasts. We don't expect ...

US markets have trimmed down the Trump trade slightly after some positive headlines for Harris. Implied rates volatility ...

Within 24 hours we may or may not know the identity of the 47th president of the United States. FX options markets have ...

Markets are seemingly scaling back some Trump trades, and we suspect the next two days can see some abnormal swings in USD ...