Today’s flash GDP data came in visibly worse than expected, well below our own cautious estimates. Full-year 2025 growth was ...

After yesterday's lower-than-expected inflation in Hungary opened the door for National Bank of Hungary rate cuts at the next ...

The Polish economy ended 2025 on a strong footing, with GDP growth reaching 4% year-on-year. The largest CEE country maintains robust economic growth that should continue in 2026. We forecast 3.7% ...

Turkey's current account posted a deficit of US$7.3bn, higher than the market forecast (US$5.3bn) and our call (US$5.5bn). As a result, the 12-month rolling current account deficit maintained the ...

January trade data reinforces our view that global chip demand remains robust, and Asian exporters would see the most benefits from it. The favourable calendar effects and low base last year should ...

Rates markets maintain a bullish tone with risk sentiment looking shakier. The next batch of Dutch pension funds may prepare early for their transition, judging by what has been revealed so far.

Household energy prices fell on a monthly basis, primarily due to the cost of piped gas. The 1.5% decline in fuel prices also ...

Turkey’s central bank raised its inflation forecast range, bringing the midpoint closer to market expectations, while keeping ...

Today, EU leaders met with Mario Draghi and Enrico Letta in a castle in Belgium, only a stone's throw away from Maastricht, where one of the most ambitious steps of European integration was decided in ...

A pitch book that combines three well‑known strengths with three surprising facts creates a compelling frame. It shows Europe as stable, values‑driven, and economically powerful yet also fiscally ...

US payrolls pushed US Treasury yields significantly higher, but the spillovers to EUR and GBP rates were remarkably muted.

US crude oil inventories increased by 8.53m barrels over the last reporting week, the largest increase since January 2025.