Markets French street protests violently escalated over the weekend. What started as student/education unease about a month ago morphed into broad protest against the rising cost of living, declining public services and overall frustration against the Macron administration. French politicians are stuck between a rock and a hard place, having to bridge these domestic riots […]
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A November BoE hike is 93.2% priced, but economists are far less convinced about what follows—with this week’s UK wages and September CPI data set to decide whether December tightening gets closer to certainty, just Read more…
In focus today This morning, we launch our AI Investment Tracker, a new monthly update on the AI investment boom. The AI build-out has become one of the most important drivers for the global economy Read more…
It started out calmly enough for the Australian dollar last week, comfortably trading on the 0.69-handle and even very briefly pushing above 0.70c just ahead of US Sep CPI mid-week. But a stronger-than-expected print, followed Read more…