Meanwhile, Russia experienced multiple overnight drone attacks, including at the Ilsky refinery in Krasnodar Krai, which triggered a large fire. The plant processes roughly 6.42mt of oil annually and ...
The ECB is pushing for a stronger role for the euro, which could benefit the demand of eurozone government bonds ...
The latest UK jobs report keeps the Bank of England firmly on track for a March rate cut. The unemployment rate is rising; it now sits at 5.2%, almost a percentage point higher than a year ago. Hiring ...
We might not get a clear directional USD move this week, allowing more focus on domestic stories elsewhere in the G10 ...
The latest RBNZ projections from November 2025 have proved too optimistic on disinflation. Fourth‑quarter CPI came in at 3.1% YoY versus the bank’s 2.7% estimate, and non‑tradable CPI at 3.5% versus ...
Following reports from a week earlier, the European Central Bank announced over the weekend that, starting in the third quarter of 2026, it will substantially expand its EUREP euro repo line for ...
Eurozone industrial production fell by 1.4% month-on-month in December but still grew by 1.2% on a year-on-year basis. The ...
Romania's inflation rose to 9.6% in January, slightly above expectations, driven almost entirely by a 9% monthly increase in ...
It’s a busy week for the UK calendar. On Tuesday, the January jobs report should show further cooling in the labour market ...
There were only minor changes in speculative positioning over the week in ICE Brent. Speculators increased their net long by ...
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, ...
Reports of a potential US aluminium tariff rollback come at a moment when the market is navigating tight fundamentals, low inventories and distorted trade flows. Below, we look at how tariffs have so ...