Hungarian consumer and business confidence is trending lower, so we remain sceptical about the impact of the upcoming fiscal impulses ...

Companies are increasingly deploying Gen AI pilot schemes Yet scaling to full production is often difficult. We hazard a guess as to why this is the case ...

USD: Tariffs shrugged off, eyes on payrolls. The US has unveiled new tariffs coming into effect on 7 August. The base rate for most countries has remained at 10% but other trading ...

The recent push higher in euro rates has been coming from the front end of the curve, reflecting growing conviction that the European Central Bank will maintain its current policy rate of 2%. If this ...

China’s data highlight will be trade, set for release on Thursday. After a more resilient than expected trade environment in the first half of 2025, momentum could soften a bit further in July. We’re ...

A new CNB forecast arrives with a more upbeat rate trajectory. We expect headline inflation to hover in the upper tier of the Czech National Bank's tolerance band for the remainde ...

If the FX options market is any guide, and once this week's big event risks are out of the way, investors are pricing a quiet ...

German and eurozone inflation are likely to fulfil the ECB's old target of 'below but close to 2%' in the months ahead ...

According to the flash estimate by Istat, Italian CPI inflation was stable at 1.7% in July, in line with our above consensus ...

Headline inflation fell to 3.1% year-on-year in July from 4.1% in June, yet this was higher than our forecast and market ...

Despite all the economic sluggishness and uncertainty in recent years, the eurozone labour market has remained as strong as ...

Taiwan's GDP growth surged to 8.0% YoY in the second quarter as external demand contributed a whopping 5.8ppt. We have been ...