Trump chose a market-friendly Treasury secretary, also helping down UST yields. We see plenty of near-term downside risks for ...

October’s labour market report confirmed the recent trends seen in Poland. Growth continued to moderate, and employment ...

Currently, our team are still going for a 25bp Fed cut in December and combined with positioning and seasonal dollar weakness ...

Despite challenging conditions in Europe, the start of the fourth quarter has been very promising for the Polish industry ...

Natural gas prices jumped higher this morning on expectations of colder weather in the US and the inventory draw over the ...

COP29 has drawn to a close following weeks of charged negotiations between countries, with a final – albeit fiercely ...

Czech consumer and business confidence improved in November, exceeding market expectations. The mood picked up in the ...

German Ifo index drops in November and does little to curb winter recession fears The German Ifo index dropped in November on ...

The composite PMI dropped from 50 to 48.1, once more stressing growth concerns for the eurozone. Hard data has actually come ...

Geopolitical headlines have become a dominating driver over the past few days as tensions have risen in Eastern Europe, also ...

EM sovereigns are more resilient to external shocks. Much of the discussion following Donald Trump’s US presidential victory ...

Services inflation is set to bounce around 5% into the winter, while headline CPI could get close to 3% in January. That ...