In a press conference today, National Bank of Poland Governor Adam Glapiński did not provide clear guidance on further MPC ...

COP30’s Tropical Forest Forever Fund is innovative for investors, but for companies, nature credits hold more practical value ...

Drop in food prices brings inflation close to target. Czech annual inflation eased noticeably, and against expectations, to 2 ...

While Treasuries love rate cuts, they won't like them much given this cocktail. Here, there is a material risk that finally ...

Our safe call is that Kazakhstan will face slower GDP growth and faster inflation. The riskier one is that Uzbekistan will ...

A greater number of work days will lift 2026 GDP; we forecast 1.2% growth. Inflation disappointed at 2.2% in November, with ...

While recent trade agreements signal a de-escalation in tensions, they offer limited assurance that export growth will remain ...

If the court rules against the tariffs, the US government may revert to more sectoral tariffs. These could do more harm not ...

Politics is the biggest risk for UK bond markets in 2026.

Impact: The US falls into recession, while Europe is less affected. The Fed cuts rates more aggressively.

Tech-related investment continues to surge as America seeks to “win” the AI race, driven by both perceived economic and ...

We are mildly bearish on the dollar into 2026 as the Fed brings the policy rate down to neutral. We see risks skewed to the ...