We think that will be the case and that the Fed will indeed cut twice. What also stood out to us in the minutes was the Fed's ...
In 2026, we expect a cumulation of projects financed from the Recovery and Resilience Fund (RRF), and we project payments to final beneficiaries to amount to 1.2% of GDP, which should boost investment ...
It is true that with very low inflation and policy rates at 2%, the real interest rate faced by the French economy is ...
The Bank offered cautious and uncertain forward guidance as the recovery in growth remains softer than anticipated ...
A preliminary loading schedule shows that Angolan crude oil exports are set to fall to 896k b/d in April, which would be down from a final plan for March of 1.12m b/d. The final plan for April ...
Latest US Treasury International Capital (TIC) system data show that foreigners sold a net US$88bn in December. There was a wide spread of net sellers, with the UK, Japan and Norway the largest.
The dollar has started 2026 on a weak footing. The prevailing view is that global investors are reviewing their allocations to US assets or, at the very least, are reconsidering their views on the ...
Today’s press conference accompanying the National Bank of Romania’s (BNR) February 2026 Inflation Report was, on balance, a disciplined and credibility‑aware communication exercise, but it also ...
In quiet FX markets, two stories are dominating. The first is a more dovish than expected Reserve Bank of New Zealand meeting ...
The latest UK inflation read is a mixed bag for the Bank of England, but we doubt it drastically changes the odds of a March ...
Data show that supplies awaiting grading rose by 7.5k bags for a third consecutive session to 131.4k bags as of Monday – the highest level since 30 May 2025 – and are expected to continue increasing ...
We think the 4.2% averaging tendency for the 10yr has not been broken ...
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