Covid-19: Europe to the rescue this weekend?

EU Summit – Market preview: The “bumps” are in the price

The bar for positive market impacts of the EU Summit this weekend is not too high, as there is little hope for a quick agreement among investors. If our…

EU summit preview: Is the impossible within reach?

EU leaders are edging closer to a deal on a recovery fund. A lot is still at stake at the coming EU summit, but a deal does seem to be within reach

G10 FX Week Ahead: Merkel’s put and EUR calls

The tone in FX markets will be a function of the outcome of the ongoing EU summit next week with the calendar otherwise looking very quiet. We're…

Watch: Two paths to a weaker dollar

Is the dollar about to enter a bear trend? The US currency has only fallen by more than 20% on two occasions in the last 40 years. It's an exceptional…

Why China's surprisingly strong economic growth isn't sustainable

China’s GDP growth rebound in the second quarter exceeded our expectations by a considerable margin, but we think the rate of growth is…

OPEC+ cuts set to ease

The OPEC+ Joint Ministerial Monitoring Committee (JMMC) met yesterday, and as largely expected OPEC+ will start to ease production cuts from 1 August.…