Kazakhstan's central bank maintained its base rate at 16.50%, with forward guidance suggesting prolonged elevated rates. We ...

Minor deterioration of the Poland’s external balance in February amidst falling trade turnover. The data is pre-Trump tariffs ...

A mad week for markets is ending with heavy losses for the dollar. The FX scorecard is speaking volumes; in G10, only the ...

Romanian inflation came in at 4.9% in March (February: 5.0%), boosted by service prices and some food items, but counterbalanced by lower energy prices. Today’s result adds support to our above-market ...

Directionally, there seems to be no mood to materially test lower in yield right now, despite the open door being presented ...

Data aside, all eyes will be on the China policy response after Trump imposed 145% tariffs on Asia's biggest economy. Markets ...

The EU's Food & Agri surplus with the US is key. When you look at the sheer size of the Food & Agri trade between the US and Europe, you soon realise why there's never going to be ...

February's surprisingly upbeat GDP data is a reminder that despite all the tariff gloom, activity should remain supported in the near term by government spending and real-wage growth Finally, some ...

US inflation surprisingly undershot pretty much everyone's expectations in March, but higher prices from tariffs and supply ...

The early FX take is that the dollar has been slow to reclaim losses. How it trades on CPI will be instructive The clean take ...

Risk is returning to markets as investors cherish a 90-day delay in tariffs, but bond markets remain wary about risks ...

However, it turns out that we severely overestimated the amount of fine-tuning and thought that went into the reciprocal ...