News
Amidst a slight cooling in economic activity, inflation has been making decent progress towards the 2% target. However ...
Rate cuts come in two forms. There are the good – that is, when inflation comes down without any collateral economic damage.
The main transmission channel from this specific geopolitical risk and FX is the price of oil, which has rallied around 8% ...
Eurozone industrial production dropped sharply in April, partly wiping out the front-loading surge of the first quarter ...
Israel's strikes on Iran could take oil prices above $80. This has implications for the global economy, markets and policy ...
Poland's post-election political landscape remains fragmented, following the victory of opposition candidate Karol Nawrocki ...
The downward revision of May's CPI off the back of lower core inflation increases the likelihood that the National Bank of ...
Israel striking nuclear sites in Iran only adds to a tactically bullish backdrop in Treasuries underpinned by recent auction ...
Iran is a meaningful oil producer, pumping 3.3m b/d of crude oil and exporting in the neighbourhood of 1.7m b/d. In a scenario where we see further escalation, it’s not too difficult to envisage a ...
In recent weeks, two major developments have shaped the trade landscape: a US court ruling questioning the legality of ...
Tariff front running led to a drop in GDP in the first quarter, but a subsequent plunge in imports means growth of near 4% ...
We are (reluctantly) aligning with the market and consensus call for a hold at the 19 th June meeting. In our view, Norges ...
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