Today’s flash GDP data has confirmed our forecast for the second quarter, with annual growth continuing to expand at a modest ...

At face value, the UK's 0.3% second-quarter growth performance looks reasonable amid a flurry of global and domestic headwinds. But this is largely concentrated in components not intrinsically linked ...

At the same time, CEE FX is benefiting from a weaker US dollar and the prospect of progress in the Ukraine-Russia conflict and lower energy prices. However, as we discussed here yesterday, while the ...

There are pushes (e.g. proposed SLR change) and pulls (e.g. inflation) for Treasuries, but Wednesday features the pulls - ...

A loosening in the leverage ratio as applied to the biggest US banks paves the way for more Treasuries and Repo involvement ...

One data reading does not necessarily signal a new trend – but it may suggest a change in underlying macro developments ...

Poland’s GDP rose by 3.4% year-on-year (ING: 3.5%; consensus: 3.4%), according to the flash estimate, beating the 3.2%YoY ...

US core inflation accelerated to 0.3% MoM in July, but markets don’t think that is enough to prevent a September Fed cut ...

South Korea’s unemployment rate fell unexpectedly to 2.5% in July, despite private sector hiring softening. Although weak ...

Oil prices continued to move lower yesterday, with the market focused on Friday’s Trump-Putin meeting. The outcome could ...

Inflation in Romania rose sharply in July, reaching 7.8% - well above our forecast of 6.4%. The entire deviation stems from the energy sector, particularly electricity prices, which spiked by almost ...