Analysis

LONDON, March 7 (Reuters) - A tectonic shift in German fiscal policy has compounded uncertainty for traders trying to bet on how fast the European Central Bank will cut rates for the rest of the year, with a change to the bank's guidance on Thursday reinforcing that.

LONDON, March 7 (Reuters) - As they watched Ukrainian President Volodymyr Zelenskiy evicted from the White House last week after an unprecedented live televised quarrel with President Donald Trump and his Vice President JD Vance, some of America’s closest allies began to swiftly rea...

LONDON, March 6 (Reuters) - A defence spending surge could boost Europe's sluggish economy as long as it provides a springboard for a broader industrial revival and if governments convince the sector that the funding is there for the long haul.

On 7 March 2025, the United States will release its February Nonfarm Payroll (NFP) data. The market consensus currently anticipates a payroll increase of 160,000 jobs. However, we believe the actual figure will fall short of this expectation and also undershoot the prior month’s reading of 143,000 (

OTTAWA, March 5 (Reuters) - U.S. tariffs that took effect on Tuesday are threatening to derail Canada's fledgling economic recovery and will fuel a rise in consumer prices and unemployment, potentially triggering a recession.

As major US tech giants compete to expand their capital expenditures (CapEx) to enhance AI infrastructure construction, the launch of China's large model DeepSeek R1,  at the beginning of 2025,  overturned the entire capital market and tech industry’s perception. DeepSeek flipped the narrative...

On 6 March 2025, the European Central Bank (ECB) will announce its March policy rate decision. The market widely anticipates a 25-basis-point rate cut, lowering the Deposit Facility Rate to 2.5%. We concur with this expectation.

ORLANDO, Florida, March 4 (Reuters) - The divergence between U.S. and European stocks this year was epitomized by the perfect symmetry in their opposing fortunes on Monday: Germany's DAX surged 2.64%, while America's Nasdaq slumped 2.64%.

LONDON, March 5 (Reuters) - Is OPEC's iron grip on the oil markets a thing of the past? Events over the last 24 hours suggest power in the oil market has shifted to Washington from Riyadh - in part because of U.S. President Donald Trump and in part because of longer-term shifts.

MILAN, March 5 (Reuters) - Italy's campaign to put more of its huge public debt in the hands of small domestic savers will grow increasingly difficult, analysts say, but foreign investors lured by Rome's political stability and improving finances can plug any funding gap.

Given the slowdown in PCE—one of the Federal Reserve’s most closely watched metrics—and early signs of economic weakening, we expect the central bank to cut interest rates 3-4 times by the end of this year, significantly more than the two cuts currently priced into market expectations.

TradingKey - In addition to the Gross Domestic Product (GDP), terms like Nonfarm Payrolls, "Terror data", and the PMI often appear in media headlines and influence the flow of funds in the capital market.

Next month marks three years since a China Eastern 600115.SS jet plunged into a hillside killing 132 people, with relatives still waiting to learn what caused China's deadliest air disaster in three decades.

Going into the year investors were betting that President Donald Trump's policies would spur U.S. stocks and the dollar to outperform their global peers. That assumption is increasingly getting tested.

Traders who bet on the future course of inflation foresee the sharpest divergence for three years between the U.S. and euro zone, driven by different growth paths, tariff threats and cheaper European energy after a potential Ukraine peace deal.

We anticipate that Core PCE will rise by 2.7%, positioning it between the prior month’s value and the market’s consensus estimate.

Following rare back-to-back economic contractions in 2023 and 2024, German businesses are hopeful that a new government formed by the conservative CDU/CSU party and the center-left Social Democrats can revive Europe's largest economy in 2025.

In U.S. President Donald Trump's first term in office, he regularly posted boastful tweets when Wall Street hit fresh highs, taking credit for the record stock prices that he believed would fuel wider economic growth.

The Bank of England’s recent interest rate cut and accompanying economic forecasts have prompted a flurry of conflicting views about where monetary policy is heading, raising the question of how BoE-watchers should "read" the committee’s actions in these uncertain times.

Musk's Starlink facing fresh competition from China's SpaceSail, Bezos's Project Kuiper Beijing investing heavily in LEO satellites that can supply reliable internetWestern analysts worried that Beijing could use satellites to expand internet censorship in Global SouthBy Nivedita Bhattac...