Fed believes in the productivity boom. There is nothing particularly surprising from the Federal Reserve outcome. A "no ...

Decision: rates on hold, tone more cautious. The Central Bank of Uzbekistan (CBRU) kept its key policy rate unchanged at 14.00%, in line with our expectations. The tone of the pre ...

We see a high risk that the Fed will revise its median Dot Plot to signal the next cut only in 2027. That could influence ...

The Bank of Canada left its policy overnight interest rate unchanged at 2.25%, as widely predicted, citing the volatility in energy and financial markets and the “heightened risks to the global ...

Bond yields ease lower ahead of the Fed meeting, as risk sentiment recovers with oil backing down from elevated levels ...

Poland’s (clean) energy investments are gaining momentum . Poland’s energy transition is gaining momentum, driven by rapid growth in renewables, major grid upgrades, and prepa ...

We have published new scenarios for oil and gas prices based on recent developments in the Gulf. Here, we discuss the implications for interest rates and FX. Our baseline continues to assume rate cuts ...

ICE Brent has now settled above $100/bbl for four consecutive days. With no sign of de-escalation in the Middle ...

In January, the current account recorded an unexpectedly high surplus of €1,153 million (consensus: -€295 million, our ...

Europe’s most energy‑intensive sectors have been hit hard, but the 2022 crisis lowered oil and gas dependence and left firms ...

In Asia FX, Indonesia and the Philippines look the most vulnerable, while Singapore and China could outperform ...

The EMEA region has been one of the hardest hit on the back of the energy shock, with both currencies and short-dated interest rate markets taking the strain. However, we are not looking for any ...