In thinning December markets, the Japanese yen has finally found some support. A speech earlier this week by Bank of Japan ...

There is a rising longer tenor rates narrative building. Japanese and German long yields are on the move higher. Long ...

With rate cuts nearing their end in 2026, and some central banks already done, here’s our interest rate outlook for the year ...

In a press conference today, National Bank of Poland Governor Adam Glapiński did not provide clear guidance on further MPC ...

COP30’s Tropical Forest Forever Fund is innovative for investors, but for companies, nature credits hold more practical value ...

Drop in food prices brings inflation close to target. Czech annual inflation eased noticeably, and against expectations, to 2 ...

While recent trade agreements signal a de-escalation in tensions, they offer limited assurance that export growth will remain ...

While Treasuries love rate cuts, they won't like them much given this cocktail. Here, there is a material risk that finally ...

Tech-related investment continues to surge as America seeks to “win” the AI race, driven by both perceived economic and ...

A greater number of work days will lift 2026 GDP; we forecast 1.2% growth. Inflation disappointed at 2.2% in November, with ...

Our safe call is that Kazakhstan will face slower GDP growth and faster inflation. The riskier one is that Uzbekistan will ...

Impact: The US falls into recession, while Europe is less affected. The Fed cuts rates more aggressively.