Czech real industrial production gained 1.5% year-on-year in April and 1.4% month-on-month when adjusted for the number of wo ...

A new perception. Parliamentary elections were held in Hungary on 12 April 2026, resulting in a change of government. After ...

The dollar is enjoying broad support. Bearish flattening of the US yield curve as the market moves to price Fed tightening ...

Falling output, USMCA renegotiation risk, a mixed jobs picture, and softer-than-feared inflation suggest the Bank of Canada ...

Spending on non-food goods suggests further consumer strength, while inflation is set to behave relatively well due to ...

A strong US jobs number in an environment of rising inflation is fuelling expectations of a Fed rate hike before year-end ...

Tech stock fundamentals continue to look solid. It has been a volatile week for tech stocks, but the way we look at the ...

While there are few signs of progress in US-Iran talks, the oil market continues to trade on expectations of an imminent deal that would resume flows through the Strait of Hormuz. This seems overly ...

Markets may not be our patch, but the fallout from a big sell-off is. And with chatter about an AI bubble reaching fever ...

Kazakhstan’s central bank cut the base rate by 100bp to 17.00%, surprising the market with an earlier and bolder move than we ...