Suspected FX intervention to sell USD/JPY, potentially with the US involved too, is weighing heavily on the dollar ...
The coalition's economic agenda focuses on improved competitiveness to boost structural annual GDP growth to 1.5% ...
Headline inflation is expected to decline for an extended period this year, but the BoJ should prioritise core-core and ...
Overall, today’s data is encouraging. The 2025 outturn leaves a carry‑over of 0.3% into 2026. Given our current projected ...
China's manufacturing and non-manufacturing purchasing managers’ data will offer a first glimpse into how much momentum Asia’s largest economy carried into 2026. South Korea and Taiwan release key ...
Dollar at its lows. The DXY dollar index is ending January at its multi-quarter lows. We see several factors driving this ...
German headline inflation, according to the national measure, rebounded to 2.1% year-on-year in January, from 1.8% YoY in ...
Given everything currently going on in the world, the ECB has almost become a beacon of continuity – some might even say boredom. The ECB simply calls it its ‘good place’, i.e., a eurozone economy ...
With 0.3% quarter-on-quarter growth, the German economy finally pulled out of stagnation at the end of last year. A cyclical ...
The factors behind the economy's generally weak performance will be highlighted in the second estimate, due on 3 March.
Expectations for the Dutch economy in 2026 are quite upbeat when it comes to businesses across sectors, although we do expect GDP growth to moderate as government spending is expected to ease this ...
Meanwhile, the ongoing foreign policy normalisation – highlighted by the recent start of fuel shipments from Azerbaijan – is ...
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