We target the BoJ to eventually get to 2%, while the BoK gets to 3.5%, with the latter more probable than the former ...

Supply risks are easing. This week’s price action illustrates how market expectations have shifted. Renewed tensions in the ...

James Smith checks in on the predictions we got right at the start of 2026. And the ones that would have been perfect, had ...

As grids struggle to keep up power demand growth, heavy electricity users need to make their demand smarter and more flexible ...

While household spending has picked up modestly in recent quarters, Europeans continue to save a much larger share of their ...

Rate markets are still following the standard playbook, which means the higher oil prices are keeping inflation expectations ...

With growth holding up and inflation on a higher trajectory, the Bank of Korea is poised to begin a new tightening cycle on ...

Inflation prospects have improved markedly in recent weeks, while the growth outlook remains solid. Looking ahead into the ...

Governor Glapiński did not even rule out putting forward a motion to cut rates by 25bp after the summer, but the rest of the ...

Oil supply recovery clashes with weak Chinese buying. The oil market came under significant pressure following the Memorandum ...

Lower oil prices have offered a reprieve . The Memorandum of Understanding between the US and Iran gave the eurozone a reprieve from soaring energy prices, as flows through the St ...

Inflation outlook stabilises, but remains uneven. Inflation expectations have improved compared with previous months, ...