Given everything currently going on in the world, the ECB has almost become a beacon of continuity – some might even say boredom. The ECB simply calls it its ‘good place’, i.e., a eurozone economy ...

Dollar at its lows. The DXY dollar index is ending January at its multi-quarter lows. We see several factors driving this ...

German headline inflation, according to the national measure, rebounded to 2.1% year-on-year in January, from 1.8% YoY in ...

Meanwhile, the ongoing foreign policy normalisation – highlighted by the recent start of fuel shipments from Azerbaijan – is ...

With 0.3% quarter-on-quarter growth, the German economy finally pulled out of stagnation at the end of last year. A cyclical ...

Europe has been signalling strength in the face of geopolitical tensions lately. Could it be all bark and no bite?

We have revised our US 2026 GDP growth forecast higher to 2.7% from 2.3%, in part reflecting a stronger fourth quarter of 2025. The government shutdown was thought to mean growth would slow notably in ...

Spain closed 2025 on a strong note, but a shift to more sustainable, structural growth will require a clear improvement in productivity ...

The US winter storm has raised further supply concerns for Europe, with US LNG plants having reduced operating rates, suggesting that US LNG flows to Europe could slow. This has led to European gas ...

China's markets and large portions of the economy will be closed between 15-23 February for the Lunar New Year holiday. On the policy front, things are expected to be relatively quiet leading up to ...

Despite a wave of aggressive forecast upgrades, Taiwan's 4Q25 GDP continued to blow market expectations out of the water with 12.7% YoY growth – the fastest growth of any single quarter since 1987.

The coalition's economic agenda focuses on improved competitiveness to boost structural annual GDP growth to 1.5% ...