The German government has finally announced a big reform package that should eventually get the economy out of stagnation ...

Hungary’s Ministry of National Economy has raised its deficit targets for both this year and next to 5% of GDP. While this revision has unsettled markets, there are signs that the worst may already be ...

The harmonised HICP inflation rate in the Netherlands in June showed both the continuation of ongoing downward inflationary ...

While the record high temperatures during the day and overnight are clearly harmful for human health, they will also leave ...

The oil market is on course for its fourth consecutive week of declines as flows through the Strait of Hormuz continue to ...

Asia consumption recovery: gradual but uneven. Private consumption across Asia remained subdued in 2025, reflecting soft real ...

Oil is back near pre-war levels, but there are reasons to believe the market is too optimistic over the speed and ...

Elsewhere, GBP is doing better It looks like FX and interest rate markets (plus this author) were getting a little ahead of ...

After Thursday's payroll number we see more steepening potential in both US and eurozone rates ...

The inflation rate fell from 3.2% to 2.8% in June. Is the inflation shock over before it really got going? With much lower ...

The market is anticipating a 50bp hike ahead, but we argue that a hold (and holds) ahead are entirely defensible. Why? Mostly ...

The ECB has revived the minimum reserves discussion to cut its losses. Reuters reported yesterday that the ECB was ...