Taiwan's trade boom prompts another growth upgrade
German industrial production defied worst-case fears in April, but stagnation…
China trade outperforms amid tech boom and US rebound
Kazakhstan makes a surprise rate cut, with next move to depend on the tenge
Bank of England survey questions need for rate hikes
Turkish inflation beats consensus again in May
Philippine rate hike still on track despite softer inflation print
Why the dip in Hungarian retail sales isn’t cause for concern
The National Bank of Poland kept rates on hold in June
Dutch inflation edges higher on indirect energy effects
Eurozone inflation increased in May, strengthening case for ECB rate hike
Why surprisingly low Hungarian inflation could be a game changer
A major surprise in Hungarian inflation could encourage rate setters
Strong export driven growth and rising inflation raises risks for CBC tightening this year
FX Daily: Dollar consolidates recent gains
Some stability in Asian tech stocks is helping risk assets, but the dollar should remain supported on dips
German industrial production increased in April 2026
Tech boom continues to drive both exports and imports, but China's oil import slowdown may be temporary
Czech industrial output remains far from full strength
Industrial output expanded in April, yet the overall dynamic remains rather benign
Shift in power opens a new chapter for Hungary
Our Q&A addresses the key questions around Hungary’s new government
FX Daily: Fed pricing and tech indigestion bolster dollar
Hawkish Fed pricing and a tech-led sell-off in risk assets should continue to keep the dollar supported
Czech spending holds up amid softer inflation
Retail sales undershot expectations in April but largely due to a strong Easter effect in the food segment
Bank of Canada still set to lean dovish
We don't expect a BoC rate hike next week
Firm US jobs numbers boost rate hike chances, but lack of breadth remains a…
A strong US jobs number in an environment of rising inflation is fuelling expectations of a Fed rate hike before year-end
THINK Ahead: Why an AI bust wouldn’t stop at tech
James Smith's guide to the week ahead
Review of the Kazakhstan central bank policy rate decision
Tech and FX: short-term volatility may cloud long-term trend
Pressure on chipmakers asks questions of tech-driven currencies
It's the latest indication that inflation is unlikely to take off
Monthly inflation in May was 1.7% versus the market consensus of 1.5%
June ECB cheat sheet: How to train your hawks
Our four scenarios for Thursday's ECB meeting
FX Daily: Subdued oil volatility preventing USD breakout
Oil prices have been surprisingly well behaved
We view a 25bp rate hike in June as highly likely amid inflation risks
Asia week ahead: China and India inflation, Taiwan and China trade
India's inflation expected to pick up to 3.9% rate, just below RBI’s 4% target
Watch: Why a Bank of England rate hike in July is still on the table
A rate hike and then what? Our ECB preview
Anything but a rate hike at the 11 June ECB meeting would be a big surprise
A Bank of England rate hike in July can’t be ruled out
A June rate rise now looks unlikely but hikes later this summer are possible
FX Daily: Dollar support broadens
Better US activity data is lending broad support to the dollar
FX Daily: Re-escalation and data make USD sole winner
The dollar has found broad-based support after US-Iran military re-escalation and data that keeps pointing to US economic resilience
The Commodities Feed: Oil slides despite stalled US-Iran talks
Optimism seems overdone as Hezbollah rejects ceasefire, which won’t help US-Iran negotiations
Rates Spark: Heading into payrolls looking for something
On payrolls day watch the unemployment rate as the bottom line guide as to where we are on the labour market
The Commodities Feed: Dwindling oil inventories leave market increasingly…
Even if we see an imminent restart in oil flows, it will be a slow and gradual recovery
Rates Spark: Spread exposures
Geopolitics have left eurozone bond spreads wider. Retreating oil alone might no longer be enough to ease the pressure
National Bank of Poland's governor says the current level of interest…
Rate hikes are not needed this year, according to Poland's central bank governor
