Please refer to our January ECB preview for details. This Thursday’s ECB decision will almost certainly be a 25bp rate cut.
The breakthrough could be that DeepSeek can achieve a state-of-the-art model without state-of-the-art equipment. The current ...
High inventories will weigh on eurozone GDP growth in the first quarter, though the downward impact on goods inflation is ...
The German economy currently faces many problems. The three most pressing structural economic issues are energy, the changing ...
Tariff developments over the weekend have led to a stronger dollar this morning and weighed on large parts of the commodities ...
That has largely been a function of investors reducing the tariff risk premium embedded into the currencies of key trading ...
Today’s Ifo index is such a flicker of light for the German economy, admittedly a very vague one. Germany’s most prominent ...
As the rate cut was widely expected, markets are paying more attention to forward guidance and the latest outlook report ...
Oil prices traded lower yesterday after President Trump’s speech at the World Economic Forum, while European gas prices ...
Expect solid infrastructure progress and growing demand, but policy support needs clearer guidance from the US and a firm ...
Taiwan's 4Q24 GDP growth slowed sharply to 1.8% year-on-year, down from 4.2% YoY in 3Q24. This reading was softer than both ...
So 2025 really is a make-it-or-break-it moment for Europe. And not like in the old days of last-minute crisis summits. The ...