China targets US agricultural products. The Chinese government was quick to react to the US increasing tariffs on imports ...

As in the rates space, FX markets have seen substantial moves as the euro’s prospects have been re-assessed. EUR/USD has had ...

Romania’s economy is picking up speed in 2025, but growth will stay below potential. Fiscal position remains tricky, external ...

If markets start pricing out the downside risk of returning to a low growth, low inflation environment, then we could see euro rates easily rise further. In the last survey, around a third of ...

The new phrase 'monetary policy is becoming meaningfully less restrictive' indicates that ECB policy rates are approaching neutral territory ...

Energy prices remain under pressure amid demand concerns, while copper prices get a boost from tariff uncertainty ...

On the other hand, government measures towards the end of the year could provide a further boost to consumption and retail sales turnover. In the light of the past two years, we can therefore expect a ...

The January decline means that the slow declining trend in retail sales continues despite significant purchasing power gains ...

After today's 25bp rate cut, we expect the ECB to pause at the next meeting and to cut only one more time before the summer The reasons for today's rate cut decision were clear: at 2.75%, the deposit ...

The publication of revised estimates for Italian GDP shows that the fourth quarter of 2024 was not a flat one, as originally ...

The impact of the latest tariffs is likely to be greater for US wind than solar or battery storage, but manufacturers across ...

Substantial tariffs are being imposed on Canada and Mexico. Additional tariffs have gone in on China. Canada and China have ...