Rates
What could the ECB's structural LTROs look like?
The ECB could start discussions about the design of structural LTROs towards the end of this year, but the launch date depends on banks’ demand for reserves.
Research
Bessent's Game of Chicken with the Bond Vigilantes
If the Treasury runs out of firepower and yields spike again, the Fed may feel compelled to step in and buy those bonds.
Research
Exclusive Deal on the Horizon?
The Trump Administration has granted Canada a three-day extension before enforcing new tariffs under Section 338, citing progress toward a potential deal.
Research
Exclusive Banxico Post-Decision Report: Pledge to hold
Banxico left the policy rate unchanged at 6.50% on August 6.
Research
UK: From Securonomics to Vibonomics
Andy Burnham swaps “securonomics” for “vibonomics”: he wants to improve confidence before pursuing tougher reforms.
Research
Australia agribusiness monthly August 2026: War impacts fuel and grain prices
Here are the main highlights for some of Australia’s key commodities and economic influences this month.
Update