A remarkable reversal seen through Monday's trading. Might be premature, but we'll take it. Euro rates were already ...

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

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

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

Market on edge amid risk Iran will target additional energy infrastructure in the Middle East, prolonging outages ...

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 ...

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 ...

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

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 ...

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 ...

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

The uncertainty in the market, coupled with a tighter than expected balance, has also brought more speculative money into the ...