We’re still structurally bearish for 2025, but as noted post the CPI release, this market wants to have a bit of a dip lower ...

January’s National Bank of Poland policy decision brought no surprises as rates were kept on hold, but the post-meeting press ...

We think the outlook for the Dutch hospitality industry this year looks moderately positive. Consumers will spend more on the ...

An increasing easing bias is evident, as ECB staff projections suggest that meeting the forecasts necessitates rate cuts in ...

Besides expecting another round of positive US activity data, today’s FX focus will be on the Senate confirmation hearing of.

After two consecutive rate cuts in the fourth quarter of last year, the Bank of Korea (BoK) opted for a wait-and-see stance ...

Brent has broken above US$82/bbl. Falling US crude oil stocks and uncertainty over Russian oil supply following US sanctions, ...

The market has now seen two better-than-expected month-on-month inflation numbers in a row now, on core PPI on Tuesday and ...

The US and the UK banned the import of metals produced in Russia in 2024. The EU has so far banned aluminium products, ...

A better inflation outcome is to be welcomed, but the general strength of the economy means the Fed is likely to pause rate ...

As a result of this, we expect at least 2% revenue growth for the European telecom sector in 2025. This is similar to the ...

The European fibre rollout is steadily progressing, but the key challenge for European telecoms now will be increasing the ...