Remember as well that after the soft seasonal trend for the dollar in December, seasonality turns more positive for the ...
The market appears more focused on the potential for supply increases in the longer term than any short-term disruptions ...
USDCNY broke below the key psychological level of 7.00 just two days before the close of 2025. With markets now increasingly bullish on CNY, what lies ahead for USDCNY in 2026?
Recent South Korean data indicates a K-shaped recovery may be afoot. While the economy remains heavily reliant on the robust ...
Steady bank lending growth in the eurozone is in line with our view of modest GDP growth over the winter. While investment ...
The end of the year is marked by a further decline in Polish inflation, below the NBP's 2.5% target. Companies' pricing ...
A strong performance from net trade lifted GDP growth to its fastest rate since the third quarter of 2023. The key drivers ...
Overall, the GDP figures confirm our view that the Czech economy is gradually trending toward its potential and will show a decent 2026 performance. We see the economy growing at 2.7% in 2026 and the ...
As Romania continues to grapple with still-large but improving macro imbalances, an effective last-mile absorption of EU ...
The Bank of Japan aims to move its real rate closer to zero, but the timing and scale of future adjustments will depend on economic conditions. The market appears dissatisfied with the lack of clarity ...
November's lacklustre data from the real economy does not undermine the solid momentum of Poland’s economy. In 2026, we expect some improvement in industry and construction along with solid growth in ...
Our outlook suggests solid wage growth, stable house prices and manageable mortgage costs for most consumers. The key question is whether they will finally spend a larger share of their income. But ...
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