Given everything currently going on in the world, the ECB has almost become a beacon of continuity – some might even say boredom. The ECB simply calls it its ‘good place’, i.e., a eurozone economy ...

Dollar at its lows. The DXY dollar index is ending January at its multi-quarter lows. We see several factors driving this ...

Meanwhile, the ongoing foreign policy normalisation – highlighted by the recent start of fuel shipments from Azerbaijan – is ...

German headline inflation, according to the national measure, rebounded to 2.1% year-on-year in January, from 1.8% YoY in ...

Expectations for the Dutch economy in 2026 are quite upbeat when it comes to businesses across sectors, although we do expect GDP growth to moderate as government spending is expected to ease this ...

With 0.3% quarter-on-quarter growth, the German economy finally pulled out of stagnation at the end of last year. A cyclical ...

The dollar has been waiting for a catalyst for a recovery, and the news that Kevin Warsh is likely to be announced as the new Federal Reserve Chair nominee today offers exactly that. Warsh has been ...

Europe has been signalling strength in the face of geopolitical tensions lately. Could it be all bark and no bite?

Central banking feels a lot like the internet’s favourite dog meme right now. You know the one, a pup sitting calmly in a burning room, confidently proclaiming everything’s fine – when the reality ...

GDP growth stood at 0.2% quarter‑on‑quarter in the fourth quarter, an expected slowdown after the strong +0.5% surprise in the previous quarter. Total production of goods and services also decelerated ...

We have revised our US 2026 GDP growth forecast higher to 2.7% from 2.3%, in part reflecting a stronger fourth quarter of 2025. The government shutdown was thought to mean growth would slow notably in ...

Australia has been the stand out performer in Asia, with a strong December labour report shifting expectations towards two rate hikes in 2026 ...