The dollar continues to firm and emerging currencies stay largely offered as the spectre of another possible Trump term of ...
Thailand's central bank also cut rates by 25bp to 2.25% in a surprise, anti-consensus move. There has been an ongoing tussle ...
CEE countries have evolved into high-income economies. The next challenge is to converge with core EU countries ...
The luxury of labour hoarding is coming to an end in the eurozone as corporate profits dwindle. And that’s going to mean wage ...
Lower oil prices have helped drive inflation expectations lower. EGB spreads continue to tighten versus German bunds ...
On the supply side, the IEA estimates non-OPEC+ production to increase by 1.5m b/d this year and next. Globally, the agency expects production to increase by 660k b/d this year to 102.9m b/d with ...
A strong 1.8% month-on-month increase in production provides some support for third-quarter growth expectations after some ...
Newswires have focussed on the fact that both exports and imports are still rising in year-on-year terms and also on the fact ...
UK services inflation has fallen below 5% for the first time since May 2022 and that’s potentially big news for the Bank of England.
So far, we’ve not seen that sort of signal here in the UK. The Bank of England still speaks of employment growth that’s more ...
The lending channel has been severely affected as bank lending growth dropped quickly to around 0% – a level associated with ...
Persistently elevated core inflation – which should remain above 4% YoY in the coming months – is the factor narrowing the ...