This is a direct confirmation of the price path our own coverage has been pointing toward, with Citi effectively conceding its earlier timeline for a Hormuz res...

This is a straightforward continuation of the theme we flagged in our gold piece, where the weak US payrolls print pushed traders to slash Fed hike bets, and th...

Major banks converging on a hold call. Westpac, like CBA earlier is looking for on hold tomorrow from the Reserve Bank of Australia,a strong signal for AUD stab...

This is a genuinely useful lens for a Reuters columnist on the oil market beyond the headline Hormuz standoff we have been tracking, since it shows China acting...

The PBOC allows the yuan to fluctuate within a +/- 2% range, around this reference rate. More here.PBOC says it injected 18 bn yuan in 7-day reverse repos in Op...

This confirms and sharpens the hawkish reading from our earlier piece on the same Summary of Opinions, and the explicit tie to a September hike is the key upgra...

The People’s Bank of China is due to set the daily USD/CNY reference rate at around 0115 GMT (2115 US Eastern time), a fixing that remains one of the most close...

The most tradeable signal here is the explicit view from at least one Board member that the pace of hikes could run faster than markets currently expect, which ...

Varadhan's oil call is the piece most worth flagging against our own coverage, since it sits in tension with the escalation we have just reported, including Ira...

This builds directly on the rally we flagged in our earlier gold piece, where a weak payrolls print pushed bullion to a seven week high, and UBS's note gives th...

There is a more direct oil read here than a first glance suggests. Hamas is one of Iran's regional proxies, and a genuine collapse of the Gaza ceasefire would g...

A hold from the RBA with continued hawkish rhetoric is the base case CBA is pricing in, and that combination, no move but no dovish pivot either, suggests limit...