Davos is full of contradictions: calls for dialogue amid posturing for power, claims of unity that conflict with reality, a green transition pushed offstage yet thriving in practice, and Europe torn ...
The BoJ paused rates at 0.75%, expressing greater confidence in growth and reaching the 2% inflation goal. The challenge is balancing rate hikes to support JPY without slowing growth. Timing is ...
Even though inflation has remained remarkably benign in recent months despite all the economic turmoil, the PMI does indicate increasing price pressures again. That being said, the moves are not ...
It has been a noisy couple of weeks in FX markets as Washington-sourced geopolitical noise has washed through global financial markets. There is much discussion over President Trump's TACO on ...
While US curves continue to re-flatten as geopolitical tensions abate and risk sentiment recovers, the 10y Bund yield remains closer to 2.9%, the upper end of its range. The flash PMIs will likely ...
Taiwan releases its 4Q and full 2025 GDP data on Friday. We currently have a 6.2% YoY forecast for the fourth quarter, which would mean full year growth of 6.8% YoY. Risks to the forecast are skewed ...
Japan’s headline consumer price index inflation slowed to a 2.1% year-on-year pace in December (vs 2.9% in November, 2.2% ...
In 2026, carbon capture and storage (CCS) is set to shift towards integrated progress across capture, transpor ...
Growth in solar and wind power will be driven by rising demand and efforts to enhance energy security and competitiveness ...
The Hungarian government is set to introduce an additional utility price cap in January, which will cover the cost of increased household heating consumption during the cold spell. This will provide ...
At the first rate-setting meeting of 2026, the Central Bank of Turkey (CBT) delivered a lower-than-expected rate cut of 100bp ...
Dutch pension funds are in the middle of big reforms but estimating the hedging flows remains a difficult task ...
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