That said, we're not convinced this is a structural move, and we'd be quite surprised if we were to break below 5% on the ...

Oil prices are holding firm despite Persian Gulf supply increasing. We expect oil prices to trade lower into year-end ...

Asia's economy remains supported by a robust AI investment cycle, keeping growth stronger than expected despite soft ...

The National Bank of Hungary (NBH) picked the cautious option last month, keeping the base rate unchanged. We haven’t seen ...

CEE economies remain resilient to the global supply shock, but policy paths are diverging. The CNB is turning more hawkish as ...

Increased tensions in eurozone bond markets could push the ECB to halt QT, though another hike still seems likely ...

The US midterm elections are on 3 November, with all 435 House of Representatives seats and 35 of the 100 Senate seats up for ...

A further deterioration in France's situation could force the ECB to demonstrate whether its 'whatever it takes' commitment ...

Some parts of the US economy are performing strongly, while others are struggling, suggesting a gradual approach to fighting ...

France’s 2027 budget would prevent a sharp deterioration in the public finances, but it would not be enough to stabilise ...

A look at how inflation could become even more problematic due to the worsening energy picture, AI bottlenecks and a stronger ...

When the revision came out, the 10-year Greek spread over Bunds was around 130bp, about where France trades now. It took six ...