The Iran conflict and energy price surge have shaken ECB rate expectations, causing market uncertainty and shifts to safer ...

Repo circumstances have tamed, the Fed continues to buy bills and a lower funds rate remains on the agenda for later in 2026 ...

Market turmoil from the US-Iran war has left its mark on global money markets, but liquidity conditions appear resilient ...

Higher oil prices led to a significant repricing of money market curves, but whilst money market spreads have shown some ...

The dollar has found some firmer ground after Iran said the ceasefire had been violated yesterday. Fresh positive headlines ...

Industrial production dropped in February, illustrating the unexpected difficulties German industry is up against while ...

Oil prices rebounded on Thursday after suffering their sharpest daily drop since April 2020, with ICE Brent rising more than ...

The belly of the curve suggests the growth outlook might already have taken a hit despite less hawkish pricing ...

The rollout of new US tariffs in 2025 triggered months of uncertainty and market volatility. One year on, their impact is ...

However, if we move into a longer rate hold, or worse, a Fed rate hike environment where the yield spread stays elevated, the ...

Despite the conflict in the Middle East, the National Bank of Poland cut rates by 25bp in March, as signalled. With global ...

These releases presented the first negative surprise of 2026 in terms of Hungary's economic performance. Although this new ...