Dutch pension funds are awaiting approval from the regulator whilst the transition date on 1 January is fast approaching ...

The yen could emerge as an outperformer as a hedge to the US entering a government shutdown tomorrow. Today, the focus is on ...

While the general view is that supply increases from OPEC+ are an attempt to regain market share, the front end of the curve ...

China's official manufacturing PMI was 49.8 in September, up from 49.4. The data from the National Bureau of Statistics was ...

One additional event risk this week is a US government shutdown on Tuesday evening. That's probably a mild dollar negative if ...

Overall, risks are persisting – but European businesses had braced for worse. While many effects from the structurally ...

The Dutch composite sentiment indicator decreased from 100.6 in August to 99.9 in September, indicating a level of confidence that remains at its historical average, consistent with moderate economic ...

European Union exports to the US held up early in 2025 thanks to front-loading, but Trump’s tariffs are set to slow trade. We ...

But overall, the market remains surprisingly steady – for instance, the pricing of the European Central Bank. The market is ...

LME copper surged 3.6% yesterday to settle above $10,336/t (the highest since May 2024), after Freeport-McMoRan declared ...

Upside surprises in the final US GDP numbers and jobless claims make it difficult for markets to agree on upcoming Fed cuts.

All in all, we expect the housing market to continue its modest recovery. Elevated uncertainty, weak consumer sentiment, and ...