News

Oil prices rose marginally higher yesterday despite OPEC trimming demand estimates. ICE Brent settled just below US$65/bbl.
CPI data indicates that Polish headline inflation ceased growing in this year's first quarter, and core inflation has started to moderate. The outlook for the rest of the year is improving, but US ...
There's some positive news for the eurozone economy, though it's somewhat in the rear-view mirror. Industrial production rose by 1.1% in February, marking the second consecutive strong increase. On ...
While we expect a positive impact on the Canadian dollar from a hold, the implications for FX of this policy meeting aren’t ...
The subdued message from the bank lending survey should encourage the ECB to lower rates further, as if they didn’t have enough reasons to do so. With trade and market turmoil, a stronger euro and ...
President Donald Trump sees “beautiful” tariffs as a tool to achieve three objectives: A diplomatic weapon to change the behaviour of foreign nations. An incentive for manufacturing reshoring to the ...
Away from the tariffs, perhaps the biggest unanswered question in the UK economy is what the recent employer tax hikes mean for the jobs market. Earlier this year, the mood music looked grim. Survey ...
It's been a remarkable week for US Treasuries. Rarely, if ever, have we had Treasuries being sold amid a massive fire sale of risk assets. The fact that yields have been forced higher heightens the ...
The 2 April 'liberation day' aftermath has been nothing short of chaotic. We've seen new tariffs and a 90-day pause, as well as reductions and exceptions. For now, we maintain our world trade growth ...
If you've ever tried to fix your laptop with a sledgehammer, you'll know the chances of fixing it properly are close to zero. The damage is done. And that, says ING's Carsten Brzeski, is where the ...
Significantly lower yields in the belly of EUR and USD swap curves suggest rates markets remain pessimistic about the economic outlook further in the future. This contrasts with the rally in equities ...
CEE countries still face long-term challenges such as competitiveness, demographics and energy transition, which complicate their response to external shocks. Despite the uncertainties, the region may ...