News

Eurozone growth surprised in the first quarter with a 0.4% quarter-on-quarter expansion. We don't yet know all the details of ...
The May press conference by central bank governor Glapiński aligned with our baseline monetary scenario. It signals a pause ...
Markets will be watching inflation and growth data closely for the possibility of an accelerated easing trajectory. Services inflation remains hot, but should be coming down. The growth implications ...
The People’s Bank of China (PBoC) announced another monetary policy easing on 7 May, featuring a 10bp rate cut and 50bp ...
This year's trade growth forecast has taken a hit, but a glimmer of hope remains for a partial recovery in 2026 ...
Export growth accelerated sharply in April despite a slight decrease in exports to the US, as exports to Mainland China and ...
The UK-US deals signals American flexibility, but we're sceptical about it translating into a wider de-escalation ...
Productivity has fallen across the board in construction, but Europe has managed to maintain an edge over its US counterpart ...
Global trade developments appear to be hitting the CIS region through higher inflation risks, stronger gold and weaker oil; ...
Revising our GDP growth forecasts. We are revising our GDP growth forecasts for Asia downward across the board. The direct ...
Following a social media post from President Trump last night that a major trade deal would be announced at 16CET/10ET today, ...
The dollar’s bounce has been lacklustre, unlike US equity and bond markets, which have recovered from the April lows.