Articles

RBNZ preview: A 25bp hike, with some dovish risks

RBNZ preview: A 25bp hike, with some dovish risks

Poland’s draft 2027 budget: Not great, not terrible

Poland’s draft 2027 budget: Not great, not terrible

The fiscal deficit is set to run above 7% of GDP in Poland

Hungary's labour market eases, but structural pressures remain

Hungary's labour market eases, but structural pressures remain

Short-term easing in the Hungarian labour market has been observed, but demographic trends are set to exert more pressure

CEE & CCA week ahead: Kazakhstan rate decision and Polish GDP

CEE & CCA week ahead: Kazakhstan rate decision and Polish GDP

A look ahead at next week's economic events across the CEE and CCA regions

French economy grinds to a halt

French economy grinds to a halt

The French economy has avoided recession, but only just, making the government’s fiscal targets even harder to achieve

Asia week ahead: Key data on Australia, China, India, Japan, Korea, Philippines

Asia week ahead Australia China

Asia week ahead: Key data on Australia, China, India, Japan, Korea, Philippines

We expect India's GDP growth to ease modestly to 7.5%, while Australia slows to 1.8%

FX Daily: Keeping an eye on the long end

FX Daily: Keeping an eye on the long end

The Commodities Feed: Oil prices up even as Hormuz flows increase

Commodities daily

The Commodities Feed: Oil prices up even as Hormuz flows increase

Rates Spark: Hawkish ECB not helping French government bonds

Rates Spark: Hawkish ECB not helping French government bonds

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FX Daily: Dollar soft, US policy in spotlight

Rates Spark: US long-end under increasing scrutiny

Germany's hot political autumn

FX Daily: September Fed conundrum remains

Yesterday, 08:00

FX Daily: September Fed conundrum remains

Rates Spark: Why 4.75% is a natural fit for the 10yr yield

Rates Spark: Why 4.75% is a natural fit for the 10yr yield

The Canadian dollar has further to fall on tariff chaos

The Canadian dollar has further to fall on tariff chaos

National Bank of Hungary review: All eyes on the next staff forecast

National Bank of Hungary review: All eyes on the next staff forecast

FX Daily: Lower energy helps Bessent's plans

FX Daily: Lower energy helps Bessent's plans

Lower energy prices are taking pressure off long bonds and helping the risk environment

The Commodities Feed: Oil falls as Strait of Hormuz talks advance

Commodities daily

The Commodities Feed: Oil falls as Strait of Hormuz talks advance

Given the tougher stance taken by the US recently, any easing in tensions may be ways off

Rates Spark: An uneasy calm

Rates Spark: An uneasy calm

FX Daily: Dollar caught between many fronts

FX Daily: Dollar caught between many fronts

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Germany's hot political autumn

Germany's hot political autumn

The Commodities Feed: Oil shrugs off Bessent’s ‘D-day’ plan for Iran

Commodities daily

The Commodities Feed: Oil shrugs off Bessent’s ‘D-day’ plan for Iran

Rates Spark: It's about bigger buybacks, not how its financed

Rates Spark: It's about bigger buybacks, not how its financed

National Bank of Hungary preview: More clues for more cuts

National Bank of Hungary preview: More clues for more cuts

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