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Japan
Rate rise pressure underestimated in Japan

Rate rise pressure underestimated in Japan

We expect a medium-term tendency for Japanese market rates to surprise to the upside. And then, what to do with this
Eurozone inflation drops further ahead of trade turmoil

Eurozone inflation drops further ahead of trade turmoil

Eurozone inflation is probably soft enough to justify another ECB rate cut
South Korea
Recovery in Korean exports in March, but outlook remains cloudy

Recovery in Korean exports in March, but outlook remains cloudy

South Korean exports rose by 3.1% year-on-year in March compared to just 0.7% in February
Healthcare
Stati Uniti
US consumers to be hit hardest by pharmaceutical tariffs
US consumers to be hit hardest by pharmaceutical tariffs
Forex
FX Daily: Dollar regaining some momentum into tariff event
FX Daily: Dollar regaining some momentum into tariff event
Japan
Japan: Data points to gradual recovery, raising odds of May rate hike
Japan: Data points to gradual recovery, raising odds of May rate hike
Commodities daily
The Commodities Feed: Secondary tariff threats push oil higher
The Commodities Feed: Secondary tariff threats push oil higher