It is anticipated that NATO members will agree to a substantial ramp-up in their defense spending target this week. In this research note we look at the potential economic ramifications under various ...

Israel launched an attack on Iran early this morning in an attempt to terminate Iran’s nuclear program.

The Eurozone economy started the year on a strong footing. Yet economic resilience is largely because of, rather than despite lingering trade war-related uncertainty.

Yes, US CPI was 0.1%. But that captures that much of the big picture right as markets panic about a potential imminent attack on Iran, and AUKUS is now under review.

It’s been a very long time coming but it finally looks like policymakers are serious about revamping the regulatory framework for securitisation.

A "very good phone call" between Trump and Xi holds out the prospect of a thawing of their relationship. But the trade war is wrecking things in many places already.

Naturally, the market didn’t Fink about a new globalisation yesterday. Rather, it fought on weaker US data: ADP employment 37K vs. 114K expected, ISM services 49 vs. 52.

Market participants seem to think setbacks to Trump's plans somehow equate to an imminent return to the good old days. That's dangerously wrong in our view.

We have updated our baseline forecasts to reflect the recent de-escalation in the tariff war between the US and China. We now expect a shallow recession starting in Q3.

There are days when all that matters are data and days when the bigger picture does: like when BlackRock CEO Fink says "globalisation is over" and we need a new draft.

RaboResearch has published its latest Grains & oilseeds world map. G&O trade continues to grow steadily, and multiple factors will influence trade in the next decade.

The surge in US recession fears that followed Trump’s tariff announcements sparked a rapid exit from ‘exceptionalism’ trades, which overpowered the USD’s haven properties ...