The strike on Iran is clearly a supply shock which central banks usually look through. It differs from the Covid/Russia war shocks as these were a combination of supply and demand shocks and caused a ...

Asia is especially vulnerable to sustained oil price shocks. The region relies heavily on imported energy: apart from Malaysia and Australia, every major economy runs a sustained deficit in oil and ...

LME aluminium prices jumped 3.5% this morning, a one-month high, with rising Middle East tensions reintroducing supply risks ...

Data from Statistics Poland show that imports from China rose by more than 11% nominally last year (in PLN). Further acceleration in investment and the delivery of previously ordered military ...

Turkey’s economy grew by 3.4% in the final quarter of 2025, slowing from the previous period. Domestic demand‑driven growth, ...

The FX fallout from the weekend's attack on Iran has been relatively contained so far in that we have not, yet, seen big 1%+ moves in key FX pairs. True, one of the most popular FX positions, long AUD ...

The Middle East conflict is driving up energy prices, which in turn will push inflation higher in CEE. Oil and gas shocks hit ...

There’s considerable uncertainty about how situation in Middle East develops, with door open for further escalation ...

Meanwhile, European gas and Asian LNG prices could potentially see relatively more aggressive moves, given the risks to ...

Ongoing favourable energy base effects and abating food price pressure have pushed down German inflation to 1.9% year-on-year in February ...

Employment dropped to a level not seen for almost five years, suggesting that Hungarian companies started to rationalise earlier than expected The latest labour market statistics from the Hungarian ...

Five state elections this year could reshape German politics and will determine the government's reform efforts ...