The Czech consumer confidence indicator shed 1.2 points to 100.4 in December, remaining just above its long-term average. The ...

November retail sales exceeded expectations as purchases continued to improve after a surprisingly weak September. Data ...

The bear flattening in the US curve pushed the dollar to new highs. DXY is trading at 108.0 and as we discussed in our FOMC ...

Prospects for infrastructure investments look bright on the back of the accelerated absorption of EU funds, which supports ...

The global oil market is set to return to surplus in 2025 despite OPEC+ extending supply cuts. This surplus should see prices ...

We got another 25bp policy rate cut from the Fed, but updated projections and Chair Powell’s press conference confirms that ...

The latest UK jobs report provides yet more justification, if any were needed, for the Bank of England to keep rates on hold ...

A weak Ifo index shows that German businesses have become more worried about the country’s growth outlook The only good thing ...

Current account (Mon): Based on high frequency data, we see a significant deterioration in the current account surplus in the ...

If we’re right about that, it should also help overall core inflation to fall materially below 3% in the spring (from 3.5% ...

France: Political uncertainty increasingly weighs on business climate and outlook The French economic outlook continues to ...

Noteworthy here is the upside shift in the market expectation for the effective fund rate for end-2025. It’s essentially flat ...