Inflation reached its local nadir. Hungarian inflation continued to fall in February 2026, according to recent data released by the Hungarian Central Statistical Office (HCSO). Ho ...

German exports fell by 2.3% month-on-month in January, from +4.0% MoM in December. At the same time, imports dropped by 5.9% MoM, widening the German trade surplus to €21.2bn, the highest level since ...

China's exports grew by 21.8% year-on-year in the first two months of 2026, up from 5.5% in 2025, well above market expectations. This marked the highest monthly YoY growth level since January 2022.

Japan’s GDP expanded more than expected in the last quarter of 2025, and household spending on goods and private services remains on track in January. With retail gasoline prices contained, the Bank ...

USD: A welcome reprieve 'Turnaround Monday' saw risk assets bounce substantially from intraday lows as policymakers did what they could to address the energy shock. Oil had come o ...

Despite Trump’s words, the market will need to see a resumption of Strait of Hormuz flows to sustain lower oil prices ...

German industrial production started the year on a weak footing, dropping by 0.5% month-on-month in January, from an upwardly revised -1.0% MoM in December. The January drop was mainly driven by ...

A tone of nearing finality on the war with Iran. Big market moves in consequence. Now the dust settles ...

Copper prices have come under pressure in recent weeks as macro headwinds combine with softer physical demand signals ...

There’s considerable uncertainty about how situation in Middle East develops, with door open for further escalation ...

There are no signs of de-escalation in the Persian Gulf. If anything, the situation appears to be deteriorating ...

Needless to say, the war in the Middle East is one of these fast-moving environments, and even the best geopolitical analysts ...