In line with our expectations and the market consensus, the Monetary Policy Council left the National Bank of Poland's policy ...

As the ECB delivers its well-telegraphed 25bp hike, we doubt it will signal enough commitment to further tightening ...

Oil is back to $100 and markets have been quick to price more rate hikes. The US Treasury buyback announcement has garnered a strange reaction ...

ICE Brent pushed through $100/bbl yesterday for the first time since July, and that momentum has carried into early‑morning trading today. The move reflects a market still pricing in persistent ...

Despite the escalation, estimates on oil flows through the Strait of Hormuz are edging higher, with suggestions that flows ...

Despite higher energy prices and firm short-dated US interest rates, the dollar remains soft. Wild swings in USD/JPY remain ...

The war in the Middle East and surging energy prices have pushed up headline inflation across the eurozone. In Germany, the ...

Poland will release second-quarter GDP and August inflation data next week, while Hungary and Turkey publish key growth ...

Our survey results show that Europeans are open to investing, but are held back by risk aversion, a lack of knowledge and ...

The yen rally continues to spill over into broader dollar weakness, even as the wider USD narrative remains unresolved.

The rise in investment-fund flows suggests that Europe’s investment landscape is already changing. Around one-third of ...

UK rates look too hawkish relative to Bank of England guidance and macro fundamentals. But oil sensitivity and fiscal ...