April retail sales suggests pre-emptive buying to get ahead of tariff-related price hikes faded quickly after a March ...

The frenetic pace of US trade policy changes is rattling global supply chains. It means that trade partners are in limbo ...

Manufacturing in the eurozone had a very strong start to the year as production shot up by 2.6% in March in the first quarter ...

Gold has sold off this week following the de-escalation in the global trade war. Meanwhile, ETF and central bank gold buying ...

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 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, ...

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

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

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

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