The price hike threat from tariffs is receding while housing indicators pointing to a cooling in shelter costs ...

We think that the National Bank of Romania (NBR) will keep its policy unchanged at the 16 May meeting, in line with market expectations. The Bank will likely continue to factor in the all-around ...

We think that the National Bank of Romania (NBR) will keep its policy unchanged at the 16 May meeting, in line with market expectations. The Bank will likely continue to factor in the all-around ...

Sentiment across risk assets improved with the pause in US-China tariffs. The move to reduce tariffs for 90 days was ...

In March, the current account deficit remained flat while capital account developments were key with outflows ...

Both food and services inflation continued to show upside pressures, coming in at 0.8% and 0.5% respectively in monthly terms. Here, fresh fruits showed a noticeable increase, while services prices ...

Some calm is returning to FX markets after another day of trade-driven volatility. The 90-day pause in the US-China trade war has allowed the dollar to recoup some losses, although we doubt it needs ...

Oil and metals prices rose after the US and China said they will temporarily lower tariffs on each other’s products, with the ...

Despite a big tax hike in April on employers, the UK jobs market is not showing any dramatic signs of deterioration ...

Markets are anxiously awaiting today’s update from Secretary Bessent on the content of initial US-China trade talks over the ...

Global risk sentiment lifts yields higher, and whilst uncertainty is high, we adopt a bearish view on US and eurozone rates ...

Copper, iron ore and other industrial metals breathed a sigh of relief today after the US and China have agreed to ...