Further out on the curve, the Dutch pension reforms could finally be pushing for a steepening of the 10s30s beyond the US curve. Many investors turned more cautious after the US flattening challenged ...
The economic policy announcements still need to get support from the entire government and parliament, and in the case of the energy price subsidy, also require approval from the European Commission.
Growth for the current quarter is projected to recover. The recent US-Japan trade agreement is expected to improve market sentiment and support export activity. We forecast a 1.8% year-on-year ...
Oil prices moved higher yesterday, settling just shy of 0.5% higher, despite a bearish weekly Energy Information Administration (EIA) inventory report. Also, a monthly International Energy Agency (IEA ...
Oil prices dropped sharply yesterday as the Organisation of the Petroleum Exporting Countries (OPEC) estimated that global crude supplies could continue to exceed demand. Meanwhile, the American ...
The overall eurozone trend since the US announced the increase in tariffs in April has been flat, as production is now just 0.2% higher. On the plus side, this means that a large drop in production ...
In the coming years, rising industrialisation in Dutch serial housing construction may lead to overcapacity. This could put pressure on the profit margins of industrial builders – and the least ...
Poland’s current account deficit amounted to €725 million in September, from €3.042 billion in August, exceeding the consensus of €1.422 billion, though close to our forecast of €488 million. On a ...
Polish GDP growth in 3Q25 hit 3.7% YoY, well above levels seen in other CEE countries and the European Union as a whole. That momentum is set to continue despite a slump in the traditional growth ...
The strengthening of the forint helps the central bank fight inflation, but there's still a long way to go. We don't see any room for a cut in the base rate yet. The messages will likely be as hawkish ...
The country charts above also reflect varying home-ownership ratios. In Germany, with the EU’s lowest ownership ratio at just 47%, more people pay rent than a mortgage, which is why the orange column ...
Chinese fixed asset investment slumped further to -1.7% year-over-year, year-to-date, marking the lowest level since June 2020. Once again, the data is falling well short of already downbeat forecasts ...