Even though inflation has remained remarkably benign in recent months despite all the economic turmoil, the PMI does indicate increasing price pressures again. That being said, the moves are not ...
This will be a positive for banks which are no longer required to report on ESG but significantly complicate disclosures for those still in scope ...
Taiwan releases its 4Q and full 2025 GDP data on Friday. We currently have a 6.2% YoY forecast for the fourth quarter, which would mean full year growth of 6.8% YoY. Risks to the forecast are skewed ...
Japan’s headline consumer price index inflation slowed to a 2.1% year-on-year pace in December (vs 2.9% in November, 2.2% ...
The medium to long-term outlook for the European natural gas market is bearish. The ramping up of global LNG export capacity ...
With established technology and economics, hydrogen enters the ‘teenager phase,’ scaling up production and building ...
For the European utilities sector, trends observed in 2025 are continuing into 2026. For integrated utilities, cash flow generation is set to stabilise. For pure network operators, remuneration ...
December data gives the National Bank of Poland grounds to continue its pause in the monetary easing cycle, as wage growth ...
Dutch pension funds are in the middle of big reforms but estimating the hedging flows remains a difficult task ...
At the first rate-setting meeting of 2026, the Central Bank of Turkey (CBT) delivered a lower-than-expected rate cut of 100bp ...
The BoJ paused rates at 0.75%, expressing greater confidence in growth and reaching the 2% inflation goal. The challenge is balancing rate hikes to support JPY without slowing growth. Timing is ...
It has been a noisy couple of weeks in FX markets as Washington-sourced geopolitical noise has washed through global financial markets. There is much discussion over President Trump's TACO on ...
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