Polish industrial production picks up in May as K-shape split emerges
Czech National Bank hikes rates to keep inflation in check
Bank of England decision points to prolonged pause
Iran peace deal not enough to halt tightening in the Philippines and Indonesia
UK jobs data keeps questioning the need for rate hikes
Uzbekistan policy rate on hold, but cuts starting to look possible soon
US consumers continue to spend despite income pressure
Strong wages boost spending in Hungary
Riksbank's unconvincing hawkish attempt
Benign UK food inflation keeps CPI below 3%
Bank of Japan raises rates to 1%, and will end tapering next year
Eurozone activity remains lacklustre as price pressures ease
National Bank of Hungary review: 'Mini' cutting cycle set to size up
The National Bank of Hungary has committed to further easing
The composite PMI increased from 48.5 to 49.5 in June. This still marks sluggish economic activity for the bloc
French economic outlook remains downbeat
Business sentiment stayed subdued in June as domestic demand continues to underperform
Rates Spark: Gilts don't like political uncertainty
Burnham is likely to replace Starmer and the associated political uncertainty could keep gilt yields higher
FX Daily: Focus remains on yen and sterling
The options market appears to be pricing in a greater chance of imminent JPY FX intervention ahead of the US-Japan finance ministers' meeting
The Commodities Feed: Oil sells off as US eases sanctions on Iran
Looking ahead, the key uncertainty remains how quickly Strait of Hormuz oil flows normalise
Aluminium deficit persists despite easing Middle East tensions
De-escalation eases risks, not fundamentals
Polish activity data slows further in 2Q but 3.4% growth still achievable for…
Poland is still on track for 3.4% GDP growth this year
FX Daily: Lack of GBP political premium cuts both ways
The pound looks calm ahead of a big political shakeup
ING lifts South Korea 2026 GDP growth forecast to 4% from 3%
We now expect Bank of Korea to deliver 100 bp of hikes by first half of 2027
Germany's reform train is picking up steam
The German government is trying to accelerate pension reform with a 33-proposal plan
The Commodities Feed: Oil rises amid shaky start to US-Iran ceasefire
Recent developments show a more permanent deal will be challenging, with very real risks of flare-ups
Belgian housing market starts 2026 strong, but underlying dynamics soften
Falling transactions, weaker mortgage activity and rising rates point to a cooling market and slower price growth
THINK Ahead: The case for rate cuts
James Smith's guide to the week ahead
Poland's industrial production beat consensus in May
FX Daily: US holiday offers Japan intervention window
Today’s US holiday may offer attractive liquidity conditions for new JPY FX intervention
Rates Spark: Hawkish sentiment helps the long end stay anchored
Another move lower in oil prices failed to change markets' hawkish sentiment
The Commodities Feed: Oil declines as Strait of Hormuz begins to normalise
Strait of Hormuz normalisation easing largest recent disruption to global crude flows
Why we don’t think the Fed will hike rates
Policymakers are likely to hold rates steady for a prolonged period, perhaps until the summer of 2027
Asia week ahead: Tokyo CPI and effects of easing geopolitical risks in focus
Firming inflation, strong tech performance, and geopolitical twists and turns dominating Asian markets
Still king – why the petrodollar isn't going anywhere soon
Our take on whether cracks in the petrodollar system are overstated
What the US-Iran Memorandum of Understanding means for macro and markets
How the peace deal between the US and Iran has changed our forecasts
Hawkish shift opens the door to Fed rate hikes
A major shift in Fed thinking raises the odds of a rate hike this year
What the US-Iran peace deal means for Asia
The peace deal reduces some near-term inflation risks but caution is still warranted
FX Daily: Dollar enjoys Fed's hawkish adjustment
Dollar holds gains after Fed's hawkish turn, but upside should be modest
There's nothing in today's decision that changes our mind that the next move is likely to be a rate cut
FX Daily: Kevin Warsh holds the keys to dollar resilience
Today's FOMC is a key test for the dollar
Hawkish hints by the central bank didn't convince the market today
The May reading questions the need for Bank of England rate hikes
Middle East conflict puts energy efficiency back at the heart of eurozone…
The Middle East conflict has exacerbated an already weakening eurozone housing market
Benign inflation keeps Swiss National Bank on hold
As expected, the SNB has left its policy rate unchanged at 0%
Swiss National Bank preview: Little reason to move
The SNB is expected to keep its policy rate unchanged at 0% tomorrow
US consumers continue to spend despite weak sentiment and squeezed household finances
