The decision reduced part of the near-term policy risk premium that had propelled silver to record levels. Despite the ...
Real retail sales came in strong in November, confirming our view that the recent quiet spell was only an intermezzo before ...
With increases in September, October and November, production now stands at the highest level in two-and-a-half years, not ...
The UK economy fared better than expected in November, with GDP rising 0.3% on the month, after a narrow contraction through ...
Ageing trailers are prompting a replacement wave, road haulage recovery is lagging, and e‑trucks are just beginning to pick up speed. Europe’s transport market is entering 2026 with weak freight, ...
Geopolitical headlines leave markets largely unimpressed and are not putting any dent in the primary market demand ...
A strong export pivot toward Asia and Africa is helping offset tariff pressures. Expected tariff relief and undervaluation should help stabilise INR India’s trade deficit in December edged up to USD ...
It was no surprise that the National Bank of Poland kept interest rates unchanged, with the reference rate at 4.00%. We ...
For us, the most relevant is the German statistical office’s tradition of opening the year with a press conference and an assessment of the past economic year. This morning’s press conference ...
The decline in annual inflation relative to the previous month stemmed from a deeper price decline in transport (including lower gasoline prices) and a slower increase in food prices. Core inflation ...
'Choppy' is how we have described FX markets in our latest FX Talking.
The Bank of Korea kept policy rates at 2.5%, the same level since May 2025. Better growth conditions and increasing FX concerns appear to have led to a much sooner-than-expected shift to a neutral ...
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