We are (reluctantly) aligning with the market and consensus call for a hold at the 19 th June meeting. In our view, Norges ...

UK job losses are picking up pace, casting doubts over the Bank of England's gradual approach to rate cuts. It's also bad ...

For the eurozone, the bigger independent upside pressure for the 10yr Bund yield is through 2026 as the ECB finishes with ...

While the global economy may not have Tom Cruise dangling from helicopters, it does offer a plot worth following, one with ...

China’s data softened but remained resilient amid April’s tariff turmoil The sharp escalation of tariffs in April led to a wave of forecast downgrades in China, as markets weighed the impact on growth ...

In recent weeks, two major developments have shaped the trade landscape: a US court ruling questioning the legality of ...

Asia's boost from export front-loading is likely to fade, while the direct drag from tariffs will weigh on exports across the region. Inflation is expected to stay within central bank targets, which ...

The large increases from OPEC+ will push the global oil market into a large surplus from the fourth quarter of this year ...

Tariff front running led to a drop in GDP in the first quarter, but a subsequent plunge in imports means growth of near 4% ...

Inflated Irish GDP figures mask eurozone weakness. Despite eurozone inflation falling below 2%, the ECB is nearing the end of ...

Romanian inflation ticked up to 5.5% in May (April: 4.9%), fuelled by some food and services items. We have recently lifted ...

UK GDP fell faster than expected in April, but these figures have been volatile lately owing to tariff frontloading, coupled with some possible issues with seasonal adjustment. After a strong first ...