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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 ...
Israel's strikes on Iran could take oil prices above $80. This has implications for the global economy, markets and policy ...
Amidst a slight cooling in economic activity, inflation has been making decent progress towards the 2% target. However ...
Poland's post-election political landscape remains fragmented, following the victory of opposition candidate Karol Nawrocki ...
Israel striking nuclear sites in Iran only adds to a tactically bullish backdrop in Treasuries underpinned by recent auction ...
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 ...
We are (reluctantly) aligning with the market and consensus call for a hold at the 19 th June meeting. In our view, Norges ...
Tariff front running led to a drop in GDP in the first quarter, but a subsequent plunge in imports means growth of near 4% ...
Beijing’s control over rare earths is emerging as a powerful bargaining chip in the US-China trade conflict. The production ...
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