Dovish sentiment from last week continues. Market pricing for ECB cuts does not take into account enough of the growth ...
As for the UK, the EU was a small net gas exporter to the UK in March, however, this reversed in April with TTF moving from a discount to NBP to a premium. Limited storage in the UK suggests that the ...
March trade data confirmed the return of the export-driven German growth model. However, industrial orders remain weak and that suggests this return will be short-lived March exports increased by 0.9% ...
The development of Hungarian retail sales in March was a rather strong positive surprise. On a monthly basis, after a contraction of 0.6% in the previous month, sales volumes across all sectors rose ...
Here interest rate, equity and FX volatility are falling sharply again as the idea of divergent monetary policy trends gets scaled back. This environment may well last into next week's key release of ...