The uncertain geopolitical situation and the risk of a trade war are still hindering the eurozone recovery, while the ECB ...
Political stability should improve going forward, however, economic uncertainty looks set to remain for the time being ...
In the rest of G10, sterling is facing substantial downside risks from fiscal turbulence and potentially larger Bank of England cuts, and we see GBP/USD heading towards the low 1.20s. Commodity ...
Subdued start to 2025. Despite plenty of optimism about Donald Trump’s policy mix of light-touch regulation and lower taxes, the economy has started the year on a soft footing.
We see the US as the clear winner as President Trump's reshoring agenda puts Mexico and Canada on the back foot ...
Five upside risks. 1. Eurozone embarks on major fiscal expansion. After complicated coalition talks, the new German government eventually decides on a special fund to boost infras ...
Recent data releases on the Hungarian labour market paint a mixed but in general still positive picture. The trend in ...
Consumer confidence in the Netherlands has dropped considerably, with February marking the fourth consecutive month of deterioration ...
I recently took out an old classic from my record collection: “Mad World” by Tears for Fears. Is there a better description ...
European leaders are facing a major test later this month regarding how to deal with the renewed 'America First' trade policy. They may be better acquainted with how President Trump does business this ...
The strength in natural gas prices is supporting oil demand through the Northern Hemisphere winter. Global oil demand growth estimates for 2025 have been edging higher. The International Energy Agency ...
The Department of Government Efficiency, Treasury Secretary Scott Bessent, and the supplementary liquidity ratio have been ...