Exponential data centre growth is anticipated to drive US clean energy development under the new Trump administration ...
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 ...
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.
We think the outlook for the Dutch hospitality industry this year looks moderately positive. Consumers will spend more on the ...
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 German economy ended the year 2024 with another disappointment. The economy shrank by 0.1% quarter-on-quarter, marking ...
The US PPI surprised on the soft side, but that does not mean today’s CPI will send similar upbeat signals. We expect a 0.3% ...
The US and the UK banned the import of metals produced in Russia in 2024. The EU has so far banned aluminium products, ...