The move in the probability of a December rate cut was in tandem with the 10yr Treasury yield up until Friday of last week.

In the third quarter of 2025, GDP grew by 3.7% year-over-year – below the market consensus of 4.2%, but close to our forecast ...

Moody's has left Hungary's sovereign credit rating unchanged, paving the way for positive local market sentiment ...

PMI picked up but is still in contraction territory. Czech firms are seeking overseas customers, as demand from the ...

Spanish manufacturing activity remained in expansion territory in November, with the S&P Global Manufacturing PMI easing from ...

Eurozone data should continue to play a secondary role for FX. We are slightly below consensus with our CPI call for tomorrow ...

Following the Supreme Court hearings on the legality of tariffs enacted by the US administration under the International ...

Returning to the Red Sea route would be a logical move, but it is also the elephant in the room. Efficiency in customers’ supply chains will eventually benefit from reopening the passage, and so will ...

Poland’s 3Q GDP growth was revised up to 3.8% YoY from 3.7%, but the GDP composition signals low-inflation growth. Investment exceeded expectations, consumption remains subdued, and employment ...

Oil prices are up this morning as supply risks increase following additional Ukrainian attacks on Russian energy ...

The UK Budget announcement (12.30 GMT) will see markets weigh both fiscal and inflationary implications. Sterling faces ...

A goldilocks economy is set to prevail in 2026, with the terminal rate at 3.00-3.50% and risks tilted to the downside Poland ...