Reports of a potential US aluminium tariff rollback come at a moment when the market is navigating tight fundamentals, low ...

Spring may be approaching (even if the cold weather outside says otherwise). 'Green shoots' are once again poking through in ...

The Polish economy ended 2025 on a strong footing, with GDP growth reaching 4% year-on-year. The largest CEE country ...

Low financial literacy leaves many Europeans exposed to fraud, stress and poor financial decisions. Belgium illustrates this ...

Today’s flash GDP data came in visibly worse than expected, well below our own cautious estimates. Full-year 2025 growth was ...

Poland’s current account deficit for December widened more than forecasted by market consensus but slightly less than we had projected. We estimate that the 2025 deficit amounted to 0.7% of GDP, ...

According to the flash estimate for January, Polish CPI inflation declined to 2.2% YoY (ING and market consensus at 1.9% YoY) from 2.4% YoY posted in December. That means that for the second ...

The one true “hot spot” was airline fares, which rose 6.5% MoM. As such, there is a fair chance we get an even better core PCE deflator print next Friday (probably a 0.2%) given airfares are derived ...

Banks were particularly active on the USD primary market in January with $134bn printed, the bulk of this in senior non-preferred bonds. This is a $20bn increase compared to 2024 YTD. The start of the ...

We assume that Czech inflation will further soften throughout the year, on the back of decelerating food prices ...

Turkey's current account posted a deficit of US$7.3bn, higher than the market forecast (US$5.3bn) and our call (US$5.5bn). As a result, the 12-month rolling current account deficit maintained the ...

After yesterday's lower-than-expected inflation in Hungary opened the door for National Bank of Hungary rate cuts at the next meeting in February, and the Central Bank of Turkey's inflation report ...