The People’s Bank of China (PBoC) announced another monetary policy easing on 7 May, featuring a 10bp rate cut and 50bp ...

Lately, we've seen divergence beginning to widen across Central and Eastern Europe. Poland remains the strongest economy, the Czech Republic has surprised to the upside, while Hungary and Romania are ...

This year's trade growth forecast has taken a hit, but a glimmer of hope remains for a partial recovery in 2026 ...

Export growth accelerated sharply in April despite a slight decrease in exports to the US, as exports to Mainland China and ...

The Bank of England has cut interest rates to 4.25%, but crucially gave no indication that it’s about to speed up the pace of its easing cycle.

The government has said it wants to agree a veterinary agreement, which would see Britain realign with EU food standards and remove cumbersome border checks. In practice, we think that an agreement ...

Another large supply hike from OPEC+ confirms the group's policy change. However, the issue is that this policy shift is occurring at a time when there is already plenty of demand uncertainty.

Markets have calmed, but don’t be mistaken; we are far from being back to normal. There's a sense that the world is caught like a deer in the headlights, not sure what to do and terrified of what ...

It's difficult to forget the recent selling pressure on US Treasuries, which has left lingering risks. Since then, there has been a shift back to a more traditional fear of macro weakness. This could ...

Global trade developments appear to be hitting the CIS region through higher inflation risks, stronger gold and weaker oil; ...

Revising our GDP growth forecasts. We are revising our GDP growth forecasts for Asia downward across the board. The direct ...

The dollar’s bounce has been lacklustre, unlike US equity and bond markets, which have recovered from the April lows.