Bank Indonesia kept its policy rate at 4.75% as rupiah weakness and fragile investor sentiment left little room to ease. With narrowing rate differentials, ongoing Foreign Institutional Investor ...
Both higher demand and increased supply are needed to activate the senior housing market. Fortunately, various measures are available to stimulate both sides of the market. A mix of incentives and ...
In 2026, we expect a cumulation of projects financed from the Recovery and Resilience Fund (RRF), and we project payments to final beneficiaries to amount to 1.2% of GDP, which should boost investment ...
The Bank offered cautious and uncertain forward guidance as the recovery in growth remains softer than anticipated ...
We think that will be the case and that the Fed will indeed cut twice. What also stood out to us in the minutes was the Fed's full disclosure on the USD/JPY rate check. The minutes confirmed that the ...
A preliminary loading schedule shows that Angolan crude oil exports are set to fall to 896k b/d in April, which would be down from a final plan for March of 1.12m b/d. The final plan for April ...
Latest US Treasury International Capital (TIC) system data show that foreigners sold a net US$88bn in December. There was a wide spread of net sellers, with the UK, Japan and Norway the largest.
It is true that with very low inflation and policy rates at 2%, the real interest rate faced by the French economy is ...
The dollar has started 2026 on a weak footing. The prevailing view is that global investors are reviewing their allocations to US assets or, at the very least, are reconsidering their views on the ...
Today’s press conference accompanying the National Bank of Romania’s (BNR) February 2026 Inflation Report was, on balance, a disciplined and credibility‑aware communication exercise, but it also ...
2025 was another year dominated by AI – not just in technology, but across financial markets. According to Morgan Stanley, AI stocks have driven roughly three-quarters of S&P 500 returns since the ...
Speculation is once again mounting that Christine Lagarde could potentially make an early exit from her position as ECB President. How much substance lies behind these rumours remains to be seen. What ...
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