New sources of demand are also emerging, with data centres and AI infrastructure becoming major consumers of metals such as ...

It seems as though Hungarian retail sales either haven’t chosen a New Year's resolution or have already discarded it. The ...

In early 2025, we projected €400bn for EUR corporate supply, which at the time was well above market consensus. However, the ...

From AI investment to tax bonanzas, rate cuts to inflation, here’s the second instalment of James Smith’s top charts for 2026. Check out part one if you missed it. Read on for more of this year's big ...

Canada releases labour data for December at the same time as the US today. Here, the consensus is less optimistic: -2k for ...

German industrial production increased by 0.8% month-on-month in November, from an upwardly revised 2.0% MoM in October. The ...

The Turkish Central Bank has published its 2026 policy paper with limited changes in the main policy areas, including monetary policy, macroprudential policy framework, and TRY and FX liquidity ...

We expect the drag from pork price deflation to turn around this year. Non-food inflation, on the other hand, remained ...

With more cutting to do, it makes sense to add exposure by swapping to floating. A 'Maga dovish' Fed would takes us to ...

The 'Chair Powell algorithm' adds to the fuzziness around the payrolls number, so watch the unemployment rate instead ...

Our economists take a look at recent developments in the US, Asia and Europe, as well as in FX, commodities and rates ...

We expect the Bank of Korea to keep rates unchanged. China's December trade data is expected to confirm that the 2025 surplus eclipsed previous record highs. India releases consumer price inflation ...