Oil back toward $100/bbl despite International Energy Agency announcing record coordinated release of up to 400m barrels ...
In addition, Europe is relatively less exposed to the gas market, with the region having reduced its reliance. EU gas demand ...
The release of emergency oil stockpiles hasn’t calmed the oil market, with overnight disruptions in Oman and Iraq taking Brent back to around $100/b. Equity futures also point to losses today, ...
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 ...
We trimmed our early 2026 quarterly growth path in light of Middle East tensions, but we still expect momentum to build quarter-by-quarter if the “ketchup‑bottle” effect of Germany’s investment plan ...
We’ve adjusted some of our CPI and central bank forecasts to reflect the growing economic pressures from rising oil prices ...
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 ...
Over the past few days, the longer-dated inflation forwards have already failed to fully track oil prices higher – while ...
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 ...
Wider US swaps spreads and higher breakevens need to be nipped in the bud. We identify three conditions for euro rates to rise ...
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 ...