Partly that’s because inflation has been coming in well above the Riksbank’s expectations. July’s CPIF hit 3%, well above the ...

Central and Eastern Europe has remained relatively calm in recent days in the absence of local news and as it awaits the ...

Inflation is a little sticky and consumers are still spending, making the Fed reluctant to cut 50bp as demanded by the Administration ...

Chinese economic activity slowed across the board in July, with retail sales, fixed asset investment, and value added of ...

A brief snippet of this week's live discussion between James Smith (Developed Markets Economist), James Knightley (Chief International Economist) and Padhraic Garvey (Regional Head of Research, ...

We expect no change to the loan prime rates for Chinese banks on Wednesday. The People’s Bank of China hasn’t made any ...

The US PPI number did not please the 'there's no price effect from tariffs' crew. Repeat what we saw in future CPIs, and the long end is in a spot of bother. The 10s30s ESTR curve is reaching new ...

Just-released macro data for the eurozone provides both a look in the rear-view mirror as well as a view through the side window. And the picture we are seeing is one of fading industrial resilience ...

With inflation within the NBP's tolerance band, the central bank now has room to continue its monetary easing cycle ...

A loosening in the leverage ratio as applied to the biggest US banks paves the way for more Treasuries and Repo involvement ...

Corporates are bearing the bulk of the cost of tariffs for now, keeping inflation contained and giving the Fed room to cut ...

At the same time, CEE FX is benefiting from a weaker US dollar and the prospect of progress in the Ukraine-Russia conflict ...