Decision: rates on hold, tone more cautious. The Central Bank of Uzbekistan (CBRU) kept its key policy rate unchanged at 14.00%, in line with our expectations. The tone of the pre ...

We see a high risk that the Fed will revise its median Dot Plot to signal the next cut only in 2027. That could influence ...

Poland’s (clean) energy investments are gaining momentum . Poland’s energy transition is gaining momentum, driven by rapid ...

Bond yields ease lower ahead of the Fed meeting, as risk sentiment recovers with oil backing down from elevated levels ...

ICE Brent has now settled above $100/bbl for four consecutive days. With no sign of de-escalation in the Middle ...

We have published new scenarios for oil and gas prices based on recent developments in the Gulf. Here, we discuss the ...

In January, the current account recorded an unexpectedly high surplus of €1,153 million (consensus: -€295 million, our ...

Europe’s most energy‑intensive sectors have been hit hard, but the 2022 crisis lowered oil and gas dependence and left firms ...

With both upside and downside risks to Swiss inflation, the Swiss National Bank is likely to keep interest rates unchanged on ...

The EMEA region has been one of the hardest hit on the back of the energy shock, with both currencies and short-dated interest rate markets taking the strain. However, we are not looking for any ...

In Asia FX, Indonesia and the Philippines look the most vulnerable, while Singapore and China could outperform ...

Pricing in production sectors has winners and losers. Nevertheless, the current turmoil in the Middle East will bring price ...