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 ...

US core inflation accelerated to 0.3% MoM in July, but markets don’t think that is enough to prevent a September Fed cut ...

Oil prices continued to move lower yesterday, with the market focused on Friday’s Trump-Putin meeting. The outcome could ...

South Korea’s unemployment rate fell unexpectedly to 2.5% in July, despite private sector hiring softening. Although weak ...

German 30-year yields are on the rise, with the curve hinting at more to come. German fiscal plans and Dutch pension fund ...

Corporates are bearing the bulk of the cost of tariffs for now, keeping inflation contained and giving the Fed room to cut ...

Inflation in the Netherlands continued its downward trajectory in July, dropping to 2.5% year-on-year from 2.8% in June. A ...

Inflation in Romania rose sharply in July, reaching 7.8% - well above our forecast of 6.4%. The entire deviation stems from the energy sector, particularly electricity prices, which spiked by almost ...

We expect a 0.4% month-on-month core CPI print in the US today, above the 0.3% consensus. That should offer the dollar ...

The UK jobs market is undoubtedly cooling, though a more modest fall in payroll employment suggests that the worst may be behind us, following big tax and Living Wage hikes. Better news on wage growth ...

As expected, the US and China confirmed a 90-day extension of their trade truce, after several rounds of “productive” negotiations. This keeps tariffs steady until November. Yet after the wave of ...

We expect the FX market to remain predominantly driven by data, and continue to treat expectations about a potential ...