President Trump’s punitive tariffs hit Asia, with largest levies on Vietnam and smaller textile exporters. The largest ...

The biggest risk-off impact so far has been on US markets. We remain wary about fragile risk sentiment and take a tactical ...

President Trump's reciprocal tariffs on Japan (24%) and South Korea (25%) were largely in line with market expectations. Both ...

Higher-than-expected US tariffs will drag on Chinese growth and inflation this year. China has been quite measured in its ...

Even though the markets had been fully anticipating big tariff news, they've still gone risk-off, with likely more to come ...

Instead, a pair like CNH/JPY best characterises the mood in FX markets. Asian trading nations are being hit hard with tariffs since the bloc comprises around 60% of the US annual goods deficit. The ...

However, in general tariffs are a regressive form of taxation with lower income households spending more of their on income ...

Even as domestic demand supports local growth rates, our team expects easing cycles to extend. Most opportunity is seen in ...

Oil prices are under pressure this morning, following other risk assets lower, after the Trump administration unveiled a base tariff of 10% on all imports from all trading partners. WTI was down more ...

A US 20% reciprocal tariff on the European Union will hurt. It's worsened the eurozone's short-term outlook. Now, so much depends on European governments to push through with their planned fiscal ...

There were a couple of dovish signals in the statement following the latest data, calling for the return of inflation to the target range a year earlier than in the NBP projection. For this reason, ...

The market reaction to today’s “liberation day” will depend on the size of tariffs, geographical/sectorial distribution, and ...