News

Eurozone industrial production dropped sharply in April, partly wiping out the front-loading surge of the first quarter ...
The main transmission channel from this specific geopolitical risk and FX is the price of oil, which has rallied around 8% ...
Amidst a slight cooling in economic activity, inflation has been making decent progress towards the 2% target. However ...
Poland's post-election political landscape remains fragmented, following the victory of opposition candidate Karol Nawrocki ...
Rate cuts come in two forms. There are the good – that is, when inflation comes down without any collateral economic damage.
In recent weeks, two major developments have shaped the trade landscape: a US court ruling questioning the legality of ...
Israel striking nuclear sites in Iran only adds to a tactically bullish backdrop in Treasuries underpinned by recent auction ...
Romanian inflation ticked up to 5.5% in May (April: 4.9%), fuelled by some food and services items. We have recently lifted ...
Tariff front running led to a drop in GDP in the first quarter, but a subsequent plunge in imports means growth of near 4% ...
Inflated Irish GDP figures mask eurozone weakness. Despite eurozone inflation falling below 2%, the ECB is nearing the end of ...
We are (reluctantly) aligning with the market and consensus call for a hold at the 19 th June meeting. In our view, Norges ...
UK job losses are picking up pace, casting doubts over the Bank of England's gradual approach to rate cuts. It's also bad ...