Research · Commentary · Cmq7hg3k3yyj27qbad

Global Rates: European Rate Markets – looking ahead over 2H26

In this podcast Francis Diamond, Khagendra Gupta and Aditya Chordia discuss European rate market views for the second half of this year. This podcast was recorded on 12 June 2026. This communication is provided for information purposes only. Institutional clients can view the rel

Global Commodities: A Perfect Storm

On one hand, we see increased oil tanker flows through the Strait of Hormuz. On the other hand, gas markets have had less luck getting LNG through the crucial chokepoint, setting the scene for a perfect storm of low storage injection rates, potentially higher El Niño cooling dema

Global FX: Central banks take centre stage

Arindam Sandilya, Junya Tanase, Patrick Locke and Octavia Popescu discuss the global FX outlook ahead of a heavy calendar of central bank meetings next week. This podcast was recorded on 12 June 2026. This communication is provided for information purposes only. Institutional cli

A pivotal week for the USD?

Lee Hardman, Senior Currency Analyst, and Abdul-Ahad Lockhart, Currency Analyst, discuss how building investor optimism over a US-Iran deal and Kevin Warsh’s first policy meeting as Fed Chair are likely to impact the USD. Will another BoJ rate hike be sufficient to trigger a reve

US sentiment underlines K-shaped consumer strife

Older quick take Quick take 16:05 United States US sentiment underlines K-shaped consumer strife Consumer sentiment is off its lows, but remains very weak. However, the relationship with spending has been poor recently, reflecting the growing influence of higher-income households

Belgium’s economy: three things to watch

Articles Belgium’s economy: three things to watch 16:34 Belgium Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Belgium’s economy is off to a soft start to the year, and the near-term outlook remains subdued. Higher energy prices are part of the