The downward revision of May's CPI off the back of lower core inflation increases the likelihood that the National Bank of ...

Poland's post-election political landscape remains fragmented, following the victory of opposition candidate Karol Nawrocki ...

Eurozone industrial production dropped sharply in April, partly wiping out the front-loading surge of the first quarter ...

The main transmission channel from this specific geopolitical risk and FX is the price of oil, which has rallied around 8% ...

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 ...

We are (reluctantly) aligning with the market and consensus call for a hold at the 19 th June meeting. In our view, Norges ...

The large increases from OPEC+ will push the global oil market into a large surplus from the fourth quarter of this year ...

For the eurozone, the bigger independent upside pressure for the 10yr Bund yield is through 2026 as the ECB finishes with ...

Inflated Irish GDP figures mask eurozone weakness. Despite eurozone inflation falling below 2%, the ECB is nearing the end of ...

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 ...