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 ...
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 ...
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% ...
Dovish sentiment from last week continues. Market pricing for ECB cuts does not take into account enough of the growth ...
April headline inflation rose to 3.8% year-over-year, below the market consensus of 4.1% YoY, but up from the March 3.7% rate ...
Strong consumption boosts growth in Indonesia, but there are uncertainties ahead ...
The latest data from the International Coffee Organization (ICO) shows that global coffee exports rose to 13m bags in March, ...
The Hungarian economy has once again emerged from stagnation, as evidenced by the latest GDP data for the first quarter of ...
Copper prices have come off their recent two-year highs. But we think greater demand and supply concerns will continue ...
The Bank of England is inching towards the first rate cut, which we expect in August. Expect an optimistic air to Thursday’s meeting but we think the Bank will stop short of rewriting its forward ...
The post-FOMC hawkish repricing of Federal Reserve rate expectations is applying pressure on the dollar, although today’s US ...