The FX market is gradually catching up with developments in the Gulf, where tensions still appear to be escalating, and the ...

Ongoing weakness in private sector hiring and wage growth bolsters our call for the Bank of England to keep rates on hold ...

Oil prices are on the rise as the US-Iran war enters a dangerous new phase and flows through the Strait of Hormuz grind to a ...

Oil has been testing prices above $90 per barrel again and at the same time, the 2Y euro swap rate has touched 3%, matching ...

Energy - Hopes for de-escalation ease oil prices. Oil prices closed higher yesterday but retreated from session peaks, ...

Two months ago, UK markets recoiled at the prospect of new Labour leader Andy Burnham becoming prime minister. Today, his ...

Industry outperforming regional peers, but growth remains uneven . Poland’s industrial output increased by 7.6% year-on-year ...

The Ministry of Finance cut its 2026 Czech government bond issuance plan after strong retail bond demand. With only around ...

Forecasts point to a strong El Niño event at the end of 2026, raising fears over food supplies and prices. While we believe ...

ICE Brent broke above US$90/bbl this morning with no let-up in the escalation in the Persian Gulf. The US and Iran con ...

The more serious exchange of fire in the Gulf and the jump in oil yesterday have seen far less of a reaction in FX than in ...

USD: Dollar should be stronger. Events in the Gulf continue to re-escalate, pushing energy prices meaningfully higher. We are ...