Inflation is no longer a problem for the French economy, but the same can't be said for the weakness in activity ...

Just as we were discussing the diminishing impact of tariff rhetoric on FX markets, President Trump yesterday emphatically delivered 4 March as the date on which tariffs would go into effect.

President Trump's confirmation of tariffs on Canada, Mexico and China did not trigger a significant impact on markets.

In the latest macro projections, we expect the ECB to maintain its inflation forecasts but lower its GDP growth projections for this year. In December, ECB staff projected GDP growth at 1.1% for 2025 ...

The main highlight of next week will be China's Two Sessions, with the market focusing on economic growth target and policy ...

The uncertain geopolitical situation and the risk of a trade war are still hindering the eurozone recovery, while the ECB ...

Political stability should improve going forward, however, economic uncertainty looks set to remain for the time being ...

In the rest of G10, sterling is facing substantial downside risks from fiscal turbulence and potentially larger Bank of England cuts, and we see GBP/USD heading towards the low 1.20s. Commodity ...

Subdued start to 2025. Despite plenty of optimism about Donald Trump’s policy mix of light-touch regulation and lower taxes, the economy has started the year on a soft footing.

We see the US as the clear winner as President Trump's reshoring agenda puts Mexico and Canada on the back foot ...

Five upside risks. 1. Eurozone embarks on major fiscal expansion. After complicated coalition talks, the new German government eventually decides on a special fund to boost infras ...

Recent data releases on the Hungarian labour market paint a mixed but in general still positive picture. The trend in ...