The Hungarian economy has once again emerged from stagnation, as evidenced by the latest GDP data for the first quarter of ...

The topic of the US Balance of Payments (BoP) has not received much coverage recently. The good news is that the current ...

The post-FOMC hawkish repricing of Federal Reserve rate expectations is applying pressure on the dollar, although today’s US ...

Copper prices have come off their recent two-year highs. But we think greater demand and supply concerns will continue ...

Post the FOMC, the information value from US payrolls is amplified in our opinion. It’s a report that can always generate ...

At its March policy meeting, the Riksbank said rates should be lowered either in May or June. Lower inflation and a weaker ...

The US data calendar is quite light today and the market will take its cues off tomorrow's payrolls. There is a school of ...

The Bank of England is inching towards the first rate cut, which we expect in August. Expect an optimistic air to Thursday’s meeting but we think the Bank will stop short of rewriting its forward ...

The covered bond primary market remained relatively quiet in April with €14bn EUR benchmark covered instruments supplied, ...

The commodity complex has benefitted from a run-up in prices in recent months. Geopolitical tension and supportive ...

April inflation stays elevated suggesting Bank Indonesia will stay hawkish in the near term ...

Financial supply totalled US$48bn in April, up on last year’s US$29.5bn, but shy of the monthly numbers we have seen in ...