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

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 ...

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

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

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

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 ...

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 ...

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 ...

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

Japan’s core inflation excluding fresh food eased to 1.8% year-on-year in February (vs 2.0% in January, 1.7% market consensus ...

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

The outcome of US-Iran nuclear talks today will be key to the direction of oil prices ...