We’ve adjusted some of our CPI and central bank forecasts to reflect the growing economic pressures from rising oil prices ...

The February inflation data suggests that price pressures were in an OK place ahead of the military action in Iran. But with energy costs on the rise and concerns about supply bottlenecks in the ...

Persian Gulf energy supply shock sparks flashbacks to 2022. Europe had just about shaken off memories of the 2022 energy ...

Romania’s 2026 budget targets a 6.2% GDP deficit via revenue‑led consolidation, tight control of current spending and record public investment. Growth and inflation assumptions look somewhat ...

The war in the Middle East and the surge in oil prices revive memories of the ECB's more traumatic experience in recent times ...

The IEA is reportedly proposing the largest ever oil stockpile release, which may keep oil volatility capped for now, despite ...

East conflict ending, but remain on edge as oil prices still trade high. A tail risk scenario whereby oil turns higher from ...

Strong data in recent weeks illustrate that the Dutch economy has good momentum in the first quarter. But the Middle East war puts the Dutch resilience of recent years to the test once more. With a ...

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 ...

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 ...

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 ...