Rate cuts come in two forms. There are the good – that is, when inflation comes down without any collateral economic damage.

Israel's strikes on Iran could take oil prices above $80. This has implications for the global economy, markets and policy ...

The downward revision of May's CPI off the back of lower core inflation increases the likelihood that the National Bank of ...

The main transmission channel from this specific geopolitical risk and FX is the price of oil, which has rallied around 8% ...

Poland's post-election political landscape remains fragmented, following the victory of opposition candidate Karol Nawrocki ...

Eurozone industrial production dropped sharply in April, partly wiping out the front-loading surge of the first quarter ...

Israel striking nuclear sites in Iran only adds to a tactically bullish backdrop in Treasuries underpinned by recent auction ...

We are (reluctantly) aligning with the market and consensus call for a hold at the 19 th June meeting. In our view, Norges ...

Iran is a meaningful oil producer, pumping 3.3m b/d of crude oil and exporting in the neighbourhood of 1.7m b/d. In a scenario where we see further escalation, it’s not too difficult to envisage a ...

An increasingly bad run of jobs data, which has seen employee numbers fall for 9 out of the past 10 months at an ever-increasing rate, certainly raises the possibility that the Bank needs to speed ...

In recent weeks, two major developments have shaped the trade landscape: a US court ruling questioning the legality of ...

The large increases from OPEC+ will push the global oil market into a large surplus from the fourth quarter of this year ...