The US winter storm has raised further supply concerns for Europe, with US LNG plants having reduced operating rates, ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...