After the tariff blast in April, followed by market turmoil and even doubts about the Fed's independence, the start of May ...

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 UK-US deals signals American flexibility, but we're sceptical about it translating into a wider de-escalation ...

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 ...

The People’s Bank of China (PBoC) announced another monetary policy easing on 7 May, featuring a 10bp rate cut and 50bp ...

Lately, we've seen divergence beginning to widen across Central and Eastern Europe. Poland remains the strongest economy, the Czech Republic has surprised to the upside, while Hungary and Romania are ...

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 Bank of England has cut interest rates to 4.25%, but crucially gave no indication that it’s about to speed up the pace of its easing cycle.

The government has said it wants to agree a veterinary agreement, which would see Britain realign with EU food standards and remove cumbersome border checks. In practice, we think that an agreement ...

Another large supply hike from OPEC+ confirms the group's policy change. However, the issue is that this policy shift is occurring at a time when there is already plenty of demand uncertainty.