In Case You Missed It: Why June’s the month to watch

OPEC oil cuts: To continue or not to continue, that is the question

The oil market has rallied on the back of US sanctions on Iran, and Venezuelan production declines. We believe OPEC will formulate an exit strategy at its…

ECB pre-preview: New complications on the road to taper

Even though we still have three more weeks to go before the next ECB meeting, recent developments clearly signal doing nothing and buying time in June is…

Greece: Moving towards the exit

Greece will rush to implement reforms and negotiate debt relief over the next few weeks, as it prepares for the Eurogroup's next meeting on 21 June,…

300bp emergency hike from Turkey

The Central Bank of Turkey (CBT) has responded to today's 5% fall in the Lira with an emergency 300bp hike in the Late Liquidity Window rate. Earlier,…

Italy: Conte gets a challenging mandate

After 80 days of stalemate, President Sergio Mattarella has mandated Giuseppe Conte to form a government. But the choice of the finance minister will tell…

Why markets could be massively underpricing US rate hikes

Just who's telling the truth, business and consumer surveys or actual activity data? Since Trump's victory, they've diverged dramatically. If…