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Asia week ahead
China
Japan
United States
Asia week ahead: Japan GDP and China inflation data

Asia week ahead: Japan GDP and China inflation data

Markets await GDP from Japan, inflation and credit data from China
United Kingdom
United States
Why the UK-US trade deal won’t herald a wider tariff climbdown

Why the UK-US trade deal won’t herald a wider tariff climbdown

The UK-US deals signals American flexibility, but we're sceptical about it translating into a wider de-escalation
Rates
Rates Spark
Rates Spark: Market discount shifts to un-discounting some recession risks

Rates Spark: Market discount shifts to un-discounting some recession risks

The Bank of England cut rates as expected, but the bigger news is Trump's willingness to sign trade deals
Poland
Polish central bank signals pause in rate cuts in June, but is not done yet
Polish central bank signals pause in rate cuts in June, but is not done yet
United Kingdom
Hawkish Bank of England cuts rates but pushes back on faster easing
Hawkish Bank of England cuts rates but pushes back on faster easing
Hungary
Hungary's industry and retail sector disappoint again
Hungary's industry and retail sector disappoint again
Bundle
ING Monthly: The world is caught like a deer in the headlights
Bundle ING Monthly: The world is caught like a deer in the headlights