The policy rate was kept unchanged by unanimous vote, which we believe is the right response given the considerable ...

CEE currencies have been reasonably stable, but we see enduring appreciation for Hungary's euro story. Here, the government ...

Oil prices remain under pressure, with ICE Brent below $80/bbl, as Iran and Oman reach a deal on shipping routes through the ...

Czech real industrial production grew by 4.0% year-on-year in June and rose 1.2% from the previous month, coming in stronger ...

Increasing focus is being given to the first round of the presidential election on 4 October. President Lula is marginally ...

FX markets are caught between Gulf developments and the Fed's September meeting, with softer US inflation needed to keep the ...

Economic activity data for June confirmed what we saw in the second quarter GDP data: as summer arrived, the Hungarian ...

Improved market sentiment in the Gulf has lent the dollar some weakness, but the greenback is still counting on very stable ...

US Treasury intervention to buy yen may stall the slide in North Asian FX, and a weaker dollar would be helpful ...

ING's call for unchanged Fed policy in September should see the dollar drift lower against the cyclical currencies, including ...

Retail sales struggled visibly through June, signalling that private consumption will be a major drag on output in the second ...

Most agree that rates need to be higher. When raising the policy rate to 1.00% last month, the BoJ retained its tightening ...