USD/KZT remained weak at around 490 in October, in line with our near-term expectations, but appreciated to the middle of the ...

In the aftermath of Trump’s election victory and the NPC meeting, the CNY moved weaker from 7.10 to 7.18. The CNY will likely ...

Seasonally adjusted data indicate a GDP decline of 0.2% quarter-on-quarter, following a 1.2%QoQ increase between Apil and ...

Dutch GDP expanded in the third quarter by a strong 0.8% quarter-on-quarter, better than expected due to surprisingly ...

Although activity picked up in the third quarter, the modest annual growth of just 1.1% reaffirms our view that economic ...

US core CPI came in at 0.3% MoM, right on consensus, but still hot in our view. Nevertheless, rates markets found some relief ...

Mexico’s peso had an easier ride than most during Trump 1.0 as the NAFTA trade deal was renegotiated quite quickly. However, ...

The US electorate has spoken and has given Donald Trump the overwhelming mandate to deliver on his promises. These are widely viewed as inflationary and positive for the dollar. Yes, there are risks, ...

Poland’s current account deficit reached nearly €1.5bn in September, broadly in line with consensus. On a 12-month basis, the ...

Since the ECB started its series of rate hikes, we have seen the return on assets improve by 25bp for EU banks based on EBA ...

Bank Outlook 2025: Clearing the fog – bank risks and market shifts Our team explores what 2025 holds for banks, including the positive impact of ECB rate cuts on loan quality and the anticipated ...

ECB rate cuts will benefit bank loan quality The strong tailwind from higher interest rates has come to an end. We believe ...