We expect that National Bank of Romania (NBR) to hold the key rate at 6.50% at its 7 April meeting, in line with market ...

President Trump's reciprocal tariffs on Japan (24%) and South Korea (25%) were largely in line with market expectations. Both ...

President Trump’s punitive tariffs hit Asia, with largest levies on Vietnam and smaller textile exporters. The largest ...

Turkey's March data shows a better-than-expected turnout, but recent currency weakness could result in upward pressure on ...

The biggest risk-off impact so far has been on US markets. We remain wary about fragile risk sentiment and take a tactical ...

Trump's tariffs will lead to more volatility and risk off in credit. With the technical picture weakening, there is less to ...

However, in general tariffs are a regressive form of taxation with lower income households spending more of their on income ...

Even though the markets had been fully anticipating big tariff news, they've still gone risk-off, with likely more to come ...

Higher-than-expected US tariffs will drag on Chinese growth and inflation this year. China has been quite measured in its ...

The just-released minutes of the ECB’s March meeting confirm increasingly diverging views on when to cut interest rates again. An easing bias with the openness to pause was the stance after the March ...

US President Donald Trump announced a sweeping new set of tariffs on Wednesday, calling it 'Liberation Day'. Our economists have analysed the implications of these tariffs for the US, Asia and Europe, ...

Instead, a pair like CNH/JPY best characterises the mood in FX markets. Asian trading nations are being hit hard with tariffs since the bloc comprises around 60% of the US annual goods deficit. The ...