Even though the markets had been fully anticipating big tariff news, they've still gone risk-off, with likely more to come ...

A US 20% reciprocal tariff on the European Union will hurt. It's worsened the eurozone's short-term outlook. Now, so much depends on European governments to push through with their planned fiscal ...

However, in general tariffs are a regressive form of taxation with lower income households spending more of their on income ...

There were a couple of dovish signals in the statement following the latest data, calling for the return of inflation to the target range a year earlier than in the NBP projection. For this reason, ...

Even as domestic demand supports local growth rates, our team expects easing cycles to extend. Most opportunity is seen in ...

The market reaction to today’s “liberation day” will depend on the size of tariffs, geographical/sectorial distribution, and ...

An unexpected pickup in inflation complicates the Bank of Korea’s rate cut cycle. The central bank faces some difficult ...

Risk sentiment under pressure as markets position for Trump's tariff announcements but things can still get worse ...

The supply of senior unsecured bonds nearly reached €15bn last month. This is split with €4.1bn in the senior preferred ...

Already we saw a pick-up in Reverse Yankee supply coming to the market, with €3.4bn in corporates and €8.1bn in financials ...

US manufacturing moves back into contraction territory. Today's US data are in general softer than hoped. The ISM ...

The dollar started the week on the front foot thanks to some defensive positioning ahead of tomorrow’s tariff announcement ...