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 ...

After yesterday's lower-than-expected inflation in Hungary opened the door for National Bank of Hungary rate cuts at the next meeting in February, and the Central Bank of Turkey's inflation report ...

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.

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

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

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

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

January CPI inflation slowed to 0.2% year-on-year as food prices fell sharply to -0.7% YoY due to Lunar New Year impacted ...

The UK economy grew by just 0.1% in the final quarter of 2025 and 1.3% for the year as a whole. We expect 2026 to grow a little more slowly than that, on account of little-to-no disposable income ...