Reports of a potential US aluminium tariff rollback come at a moment when the market is navigating tight fundamentals, low ...
The Polish economy ended 2025 on a strong footing, with GDP growth reaching 4% year-on-year. The largest CEE country ...
Spring may be approaching (even if the cold weather outside says otherwise). 'Green shoots' are once again poking through in ...
Low financial literacy leaves many Europeans exposed to fraud, stress and poor financial decisions. Belgium illustrates this ...
Today’s flash GDP data came in visibly worse than expected, well below our own cautious estimates. Full-year 2025 growth was ...
According to the flash estimate for January, Polish CPI inflation declined to 2.2% YoY (ING and market consensus at 1.9% YoY) from 2.4% YoY posted in December. That means that for the second ...
The one true “hot spot” was airline fares, which rose 6.5% MoM. As such, there is a fair chance we get an even better core PCE deflator print next Friday (probably a 0.2%) given airfares are derived ...
Poland’s current account deficit for December widened more than forecasted by market consensus but slightly less than we had projected. We estimate that the 2025 deficit amounted to 0.7% of GDP, ...
After yesterday's lower-than-expected inflation in Hungary opened the door for National Bank of Hungary rate cuts at the next meeting in February, and the Central Bank of Turkey's inflation report ...
Banks were particularly active on the USD primary market in January with $134bn printed, the bulk of this in senior non-preferred bonds. This is a $20bn increase compared to 2024 YTD. The start of the ...
We assume that Czech inflation will further soften throughout the year, on the back of decelerating food prices ...
January trade data reinforces our view that global chip demand remains robust, and Asian exporters would see the most benefits from it. The favourable calendar effects and low base last year should ...
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