We expect the Bank of England’s Monetary Policy Committee to keep the policy rate unchanged at 4.25% at next week’s meeting, a move that is fully priced in and in line with market consensus. Although ...

We see USD/MXN trading at 18.6 on a 1-month view and back to 19.5 by year-end.

With Monday’s European holiday out of the way, primary reopened. Sort of. It was relatively slim pickings in € primary with a German duo active in the bail-in space.

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As USD/CAD tariff premiums unwind, we find that USD/CAD is again dominated by the US-CA rate differential and see USD/CAD climbing back to the 1.42-1.44 range.

As we move through 2025, volatility and uncertainty continue to define the economic landscape, particularly for the foodservice and food retail sectors, which had hoped for a rebound this year.

Median land prices across Australia declined 6% in 2024, following a prolonged period of growth. Between 2020 and 2023, median land values grew an astonishing 79%. Thus, the contraction in 2024 is ...

Last month, we argued there was a US ‘grand macro strategy’ plan even if markets didn’t see it coming, or in action. 100 days into the second Trump presidency, “America First” economic statecraft over ...

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Disclaimer The information and opinions contained in this document are indicative and for discussion purposes only. No rights may be derived from any transactions described and/or commercial ideas ...

In February 2025, Christophe Hansen, the EU Commissioner for Agriculture and Food, presented the new European Vision for Agriculture and Food. This vision moves away from the Green Deal and Farm to ...