US equities and credit have almost entirely recovered to prices from February despite the surge in energy costs and a ...

Poland’s current account balance switched to a substantial deficit in February after a sizeable surplus in January. We see a rising role of goods 'Made in China' in Poland and European foreign trade ...

Hungary delivered a clean political break. The Péter Magyar-led Tisza Party won a decisive, two‑thirds parliamentary majority on record-high turnout, ending Viktor Orbán's Fidesz party's 16‑year ...

Turkey’s current account recorded a deficit of US$7.5bn in February, exceeding both the market consensus and our own forecast ...

Oil prices surge amid Hormuz blockade threat. Oil markets rallied sharply on Monday after US-Iran talks collapsed over the ...

USD: Dollar need not rally too much. The DXY dollar index is up around 0.4% today after US-Iran peace talks failed to make any progress this weekend in Islamabad. Oil prices have ...

One development that could throw a wrench in the works is potential deals between China and the US on soybean purchases. That ...

The dollar has found some firmer ground after Iran said the ceasefire had been violated yesterday. Fresh positive headlines ...

By export destination, exports to China and the US rose the most – by 64.2% and 47.1%, respectively. This was mostly driven ...

However, if we move into a longer rate hold, or worse, a Fed rate hike environment where the yield spread stays elevated, the ...

Consumer confidence was a little firmer than expected, but the expectations number dipped and with broadening weakness being ...

Recent US activity data has, in general, surprised to the upside so far this year and that has continued with today’s retail ...