We expect the Reserve Bank of Australia to leave the cash rate unchanged at 3.6% on Tuesday. Given recent upside surprises in inflation and growth, which shows robust momentum, we assess that the ...
In a press conference today, National Bank of Poland Governor Adam Glapiński did not provide clear guidance on further MPC ...
With rate cuts nearing their end in 2026, and some central banks already done, here’s our interest rate outlook for the year ...
COP30’s Tropical Forest Forever Fund is innovative for investors, but for companies, nature credits hold more practical value ...
While recent trade agreements signal a de-escalation in tensions, they offer limited assurance that export growth will remain ...
While Treasuries love rate cuts, they won't like them much given this cocktail. Here, there is a material risk that finally ...
Tech-related investment continues to surge as America seeks to “win” the AI race, driven by both perceived economic and ...
Drop in food prices brings inflation close to target. Czech annual inflation eased noticeably, and against expectations, to 2 ...
A greater number of work days will lift 2026 GDP; we forecast 1.2% growth. Inflation disappointed at 2.2% in November, with ...
Our safe call is that Kazakhstan will face slower GDP growth and faster inflation. The riskier one is that Uzbekistan will ...
Impact: The US falls into recession, while Europe is less affected. The Fed cuts rates more aggressively.
Politics is the biggest risk for UK bond markets in 2026.
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