Dovish sentiment from last week continues. Market pricing for ECB cuts does not take into account enough of the growth ...

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% ...

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 ...

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 ...

Strong consumption boosts growth in Indonesia, but there are uncertainties ahead ...

Energy - Saudi OSPs rise. After falling a little more than 7.3% last week due to easing geopolitical tensions, ICE Brent has ...

April inflation stays elevated suggesting Bank Indonesia will stay hawkish in the near term ...

The topic of the US Balance of Payments (BoP) has not received much coverage recently. The good news is that the current ...

Fed rate hikes remain unlikely, but the Fed is prepared to leave interest rates at current levels until that progress is ...

The post-FOMC hawkish repricing of Federal Reserve rate expectations is applying pressure on the dollar, although today’s US ...

The US data calendar is quite light today and the market will take its cues off tomorrow's payrolls. There is a school of ...

The Hungarian economy has once again emerged from stagnation, as evidenced by the latest GDP data for the first quarter of ...