After the tariff blast in April, followed by market turmoil and even doubts about the Fed's independence, the start of May ...

The May press conference by central bank governor Glapiński aligned with our baseline monetary scenario. It signals a pause ...

Eurozone growth surprised in the first quarter with a 0.4% quarter-on-quarter expansion. We don't yet know all the details of ...

The People’s Bank of China (PBoC) announced another monetary policy easing on 7 May, featuring a 10bp rate cut and 50bp ...

Productivity has fallen across the board in construction, but Europe has managed to maintain an edge over its US counterpart ...

The dollar’s bounce has been lacklustre, unlike US equity and bond markets, which have recovered from the April lows.

Markets will be watching inflation and growth data closely for the possibility of an accelerated easing trajectory. Services inflation remains hot, but should be coming down. The growth implications ...

This year's trade growth forecast has taken a hit, but a glimmer of hope remains for a partial recovery in 2026 ...

The UK-US deals signals American flexibility, but we're sceptical about it translating into a wider de-escalation ...

Global trade developments appear to be hitting the CIS region through higher inflation risks, stronger gold and weaker oil; ...

Revising our GDP growth forecasts. We are revising our GDP growth forecasts for Asia downward across the board. The direct ...

Export growth accelerated sharply in April despite a slight decrease in exports to the US, as exports to Mainland China and ...