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Europe: Anti-Immigration Vs More Negative Demographics
May 22, 2026 8:12 AM UTC
A significant demographic tremor is gaining speed and breadth - globally. Just as politics – certainly in the west - is framed around ending or at least reducing and controlling immigration, it seems that the populists at the helm of such thinking are not considering the ramifications of such a
Asia Summary and Highlights 11 June
June 11, 2026 6:12 AM UTC
Asia Session
We are still seeing missiles flying in the Middle East in the later half of the week. Trump's optimistic words earlier in the week seems to be empty air as the latest development feels more than escalation than a deal closing soon. U.S. major equity indexes are recouping partial overnigh
Russian Inflation Drops to 5.3% in May, Hitting Lowest Level Since August 2023
June 10, 2026 5:41 PM UTC
Bottom Line: Russia’s annual inflation continued its decreasing pattern moderately in May and slowed to 5.3% y/y. This deceleration was driven by the lagged effects of previous aggressive monetary tightening, a relatively resilient ruble, and softening core inflation. Marking the lowest level sinc
FOMC Preview for June 17: Dropping the easing bias
June 10, 2026 4:55 PM UTC
The FOMC meets on June 17 and while a change in the Fed Funds target range from the current 3.5-3.75% is unlikely, the statement is likely to drop the easing bias. The median dots are likely to get a little more hawkish with a hawkish skew in the detail, with inflation forecasts, even ex food and en