The large increases from OPEC+ will push the global oil market into a large surplus from the fourth quarter of this year ...

In recent weeks, two major developments have shaped the trade landscape: a US court ruling questioning the legality of ...

We are (reluctantly) aligning with the market and consensus call for a hold at the 19 th June meeting. In our view, Norges ...

UK job losses are picking up pace, casting doubts over the Bank of England's gradual approach to rate cuts. It's also bad ...

Tariff front running led to a drop in GDP in the first quarter, but a subsequent plunge in imports means growth of near 4% ...

I compare the global economy to Tom Cruise's blockbuster movies. But amid the noise, the stunts and the audience's ...

For the eurozone, the bigger independent upside pressure for the 10yr Bund yield is through 2026 as the ECB finishes with ...

Yesterday's softer US May CPI data led to the usual pattern of stronger Treasuries and a weaker dollar. However, this might ...

Inflated Irish GDP figures mask eurozone weakness. Despite eurozone inflation falling below 2%, the ECB is nearing the end of ...

Romanian inflation ticked up to 5.5% in May (April: 4.9%), fuelled by some food and services items. We have recently lifted ...

UK GDP fell faster than expected in April, but these figures have been volatile lately owing to tariff frontloading, coupled with some possible issues with seasonal adjustment. After a strong first ...

Asia's boost from export front-loading is likely to fade, while the direct drag from tariffs will weigh on exports across the region. Inflation is expected to stay within central bank targets, which ...