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With inflation within the NBP's tolerance band, the central bank now has room to continue its monetary easing cycle ...
Just-released macro data for the eurozone provides both a look in the rear-view mirror as well as a view through the side window. And the picture we are seeing is one of fading industrial resilience ...
Today’s flash GDP data has confirmed our forecast for the second quarter, with annual growth continuing to expand at a modest ...
At face value, the UK's 0.3% second-quarter growth performance looks reasonable amid a flurry of global and domestic headwinds. But this is largely concentrated in components not intrinsically linked ...
At the same time, CEE FX is benefiting from a weaker US dollar and the prospect of progress in the Ukraine-Russia conflict ...
There are pushes (e.g. proposed SLR change) and pulls (e.g. inflation) for Treasuries, but Wednesday features the pulls - ...
A loosening in the leverage ratio as applied to the biggest US banks paves the way for more Treasuries and Repo involvement ...
One data reading does not necessarily signal a new trend – but it may suggest a change in underlying macro developments ...
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