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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 ...
Amidst a slight cooling in economic activity, inflation has been making decent progress towards the 2% target. However ...
Israel striking nuclear sites in Iran only adds to a tactically bullish backdrop in Treasuries underpinned by recent auction ...
Poland's post-election political landscape remains fragmented, following the victory of opposition candidate Karol Nawrocki ...
In recent weeks, two major developments have shaped the trade landscape: a US court ruling questioning the legality of ...
Rate cuts come in two forms. There are the good – that is, when inflation comes down without any collateral economic damage.
Romanian inflation ticked up to 5.5% in May (April: 4.9%), fuelled by some food and services items. We have recently lifted ...
Beijing’s control over rare earths is emerging as a powerful bargaining chip in the US-China trade conflict. The production ...
The latest numbers from the American Petroleum Institute (API) show that US crude oil inventories fell by around 400k barrels ...
Tariff front running led to a drop in GDP in the first quarter, but a subsequent plunge in imports means growth of near 4% ...
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 ...
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