The December decline is solely due to transport equipment production and does not call into question the improving outlook ...
We don't expect a cut from the ECB, but we will be listening for any communication tweaks about the reaction function, ...
It’s a day before the ECB rate decision and eurozone inflation just dropped to 1.7% from 2%. That sounds more exciting than ...
In line with our expectations, the Monetary Policy Council (MPC) left the National Bank of Poland’s (NBP) interest rates ...
The European securitisation package lays the groundwork for a more diversified European funding landscape. While the full ...
The Japanese LDP party looks set for gains in forthcoming elections. JGB yields can rise further, as can USD/JPY ...
We expect headline inflation to fall to 1.8% in April from 3.4% in December, a much faster pullback than the Bank of England is forecasting. It's another reason to think the Bank has more work to do.
In this annual outlook for the banking industry, our team examines the rapid expansion of NBFIs and the rising risks this poses for banks, the evolving role of AT1 capital, and how the EU's ...
Non-Bank Financial Intermediaries' rapid growth is increasing their overlap with banks, raising the risk that shocks in the NBFI sector spill over through direct exposures. While these vulnerabilities ...
EUR/USD has climbed back to 1.183, meaning it’s now trading around 0.8% above its short-term fair value in our calculations. If we are right to think US data should be relatively good today, we can ...
Spreads between 10Y Italian and German bonds are at the tightest since 2008, helped by benign carry conditions. But we may ...
After plunging from record highs amid elevated volatility, precious metals attracted renewed buying interest. As market ...