Even though inflation has remained remarkably benign in recent months despite all the economic turmoil, the PMI does indicate increasing price pressures again. That being said, the moves are not ...

This will be a positive for banks which are no longer required to report on ESG but significantly complicate disclosures for those still in scope ...

Japan’s headline consumer price index inflation slowed to a 2.1% year-on-year pace in December (vs 2.9% in November, 2.2% ...

The medium to long-term outlook for the European natural gas market is bearish. The ramping up of global LNG export capacity ...

December data gives the National Bank of Poland grounds to continue its pause in the monetary easing cycle, as wage growth ...

Dutch pension funds are in the middle of big reforms but estimating the hedging flows remains a difficult task ...

At the first rate-setting meeting of 2026, the Central Bank of Turkey (CBT) delivered a lower-than-expected rate cut of 100bp ...

While US curves continue to re-flatten as geopolitical tensions abate and risk sentiment recovers, the 10y Bund yield remains closer to 2.9%, the upper end of its range. The flash PMIs will likely ...

It has been a noisy couple of weeks in FX markets as Washington-sourced geopolitical noise has washed through global financial markets. There is much discussion over President Trump's TACO on ...

The National Bank of Kazakhstan (NBK) kept the base rate at 18% and signalled no change until mid‑2026. We view this caution ...

Growth in solar and wind power will be driven by rising demand and efforts to enhance energy security and competitiveness ...

Oil: rising supply meets modest demand. Oil markets look decidedly bearish this year as OPEC+ ramps up production, pushing the global market into a sizeable surplus throughout 202 ...