Poland's April CPI was revised up to 4.3% YoY vs the flash estimate of 4.2% YoY, but its composition points to a further slowdown in core inflation. We think the disinflationary trend should continue, ...

Today’s data has confirmed our forecast for economic stagnation in the first quarter of 2025 compared to the previous quarter ...

On the face of it, Britain is booming. Output rose by 0.7% during the first quarter, having seen essentially no growth ...

The dollar has softened a little in quiet markets. US Treasuries have struggled to shake off April's underperformance and a ...

Poland’s external current account balance deteriorated sharply in March on the back of rising imports and subdued exports.

Surprising deterioration of Poland’s external balance in March due to frontloading of imports ahead of the Trump tariffs ...

As President Trump softens his approach to tariffs, markets should start paying more attention to the supply pressures in ...

Trade de-escalation continues to provide upward pressure on the long end, whilst cooler CPI data helps the US front end lower ...

The dollar gave back almost all of its post-China-deal gains in one session. We think there is still a significant bearish ...

The dollar may struggle to recover too much further as slower growth, lower US rates and fiscal risk all apply pressure ...

Events in Romania have dominated CEE FX markets over the last month and have questioned the central bank's normally complete ...

President Claudia Sheinbaum is riding high in the opinion polls for her handling of tariff negotiations. That said, Mexico is ...