Dollar at its lows. The DXY dollar index is ending January at its multi-quarter lows. We see several factors driving this ...
German headline inflation, according to the national measure, rebounded to 2.1% year-on-year in January, from 1.8% YoY in ...
According to the preliminary estimate from the Central Statistical Office (GUS), Poland's GDP grew by 3.6% in 2025, compared to a 3.0% increase in 2024, exactly as we forecasted. We estimate growth ...
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 ...
China's markets and large portions of the economy will be closed between 15-23 February for the Lunar New Year holiday. On the policy front, things are expected to be relatively quiet leading up to ...
The battle between a president who believes the Federal Reserve should be cutting interest rates and an incumbent chair focused on protecting the central bank’s credibility to fulfil its Congressional ...
The US winter storm has raised further supply concerns for Europe, with US LNG plants having reduced operating rates, suggesting that US LNG flows to Europe could slow. This has led to European gas ...
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 ...
Our analysts provide a breakdown of the economic performance of the eurozone’s nine largest member countries Despite a disappointing year in 2025 and still sluggish sentiment indicators, there are ...
Poland’s strong data should delay its next rate cuts until March, with GDP to accelerate in 2026. The Czech economy is set to grow thanks to consumption and low inflation, allowing easing to restart.
Meanwhile, the ongoing foreign policy normalisation – highlighted by the recent start of fuel shipments from Azerbaijan – is ...
Australia has been the stand out performer in Asia, with a strong December labour report shifting expectations towards two rate hikes in 2026 ...
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