News

With inflation within the NBP's tolerance band, the central bank now has room to continue its monetary easing cycle ...
Today’s flash GDP data has confirmed our forecast for the second quarter, with annual growth continuing to expand at a modest ...
At the same time, CEE FX is benefiting from a weaker US dollar and the prospect of progress in the Ukraine-Russia conflict ...
A loosening in the leverage ratio as applied to the biggest US banks paves the way for more Treasuries and Repo involvement ...
There are pushes (e.g. proposed SLR change) and pulls (e.g. inflation) for Treasuries, but Wednesday features the pulls - ...
Just-released macro data for the eurozone provides both a look in the rear-view mirror as well as a view through the side window. And the picture we are seeing is one of fading industrial resilience ...
At face value, the UK's 0.3% second-quarter growth performance looks reasonable amid a flurry of global and domestic headwinds. But this is largely concentrated in components not intrinsically linked ...
Oil prices continued to move lower yesterday, with the market focused on Friday’s Trump-Putin meeting. The outcome could ...
One data reading does not necessarily signal a new trend – but it may suggest a change in underlying macro developments ...
US core inflation accelerated to 0.3% MoM in July, but markets don’t think that is enough to prevent a September Fed cut ...
Poland’s GDP rose by 3.4% year-on-year (ING: 3.5%; consensus: 3.4%), according to the flash estimate, beating the 3.2%YoY ...