The President of Poland's initiative to introduce a domestically financed mechanism covering defence expenditures probably ...
The main short‑term economic risk is the escalation of the conflict in the Middle East. At present, the main consequence is ...
Needless to say, the war in the Middle East is one of these fast-moving environments, and even the best geopolitical analysts ...
China's 2026 GDP growth target was lowered to 4.5-5%, after three straight years of “around 5%” targets. Most other targets were left unchanged. The slight softening shows that growth stability ...
China's 2026 GDP growth target was lowered to 4.5-5%, after three straight years of “around 5%” targets. Most other targets ...
Risk assets are under pressure and the dollar is bid as investors conclude there will be no quick fix to events in the Middle ...
Markets appear to be catching their breath. UST yields edge higher on better data, while Bund yields dip as ECB hike fears ...
Sectors such as Banks, Retail, Travel, Real Estate, Consumers, Energy and Oil & Gas are all outperforming this time around ...
Putin’s threat puts a sizeable amount of supply at risk. In 2025, the EU imported almost 38bcm of natural gas/LNG from Russia, 12% of total EU gas/LNG imports. These imports from Russia consisted of ...
The CEE outlook has dimmed as geopolitics lifts energy risks. Poland cools after a strong 4Q25 but stays domestically driven, while Czech growth is resilient yet inflation-prone. Hungary faces energy ...
As developments in the US-Israeli war with Iran continue to unfold, questions are rising over their global economic impact. Currently, this hinges largely on the conflict’s duration and Strait of ...
The just-released minutes of the ECB’s last policy meeting in February showed the central bank to be broadly satisfied with the current monetary policy stance, despite increasing uncertainty ...
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