The China 'deflation doom loop' story certainly looks like it's aged poorly, as inflation continues to trend higher. February's boost was partly Lunar New Year driven, but there's further inflationary ...

There are no signs of de-escalation in the Persian Gulf. If anything, the situation appears to be deteriorating ...

January jobs numbers probably overstated the strength in hiring, while bad weather and strike actions probably mean that the February numbers overstate the weakness. Nonetheless, hiring remains ...

Part of the reason central banks were able to hike rates so aggressively in 2022 was that governments stepped in with vast fiscal stimulus. The US was still riding the tailwind of Covid-era cash ...

Rising tensions in the Middle East have introduced fresh upside risks to aluminium markets, which were already expected to remain in deficit this year, prompting us ...

The Hungarian Central Statistical Office (HCSO) has released figures on retail sales and industrial production for January. As this is the first hard data regarding economic activity to emerge from ...

Kazakhstan's central bank held the base rate steady at 18.00%, signalling patience despite slowing inflation. Domestic utility tariffs, fiscal and external risks call for an extended period of tight ...

Today’s confirmation of the significantly weaker-than-expected fourth-quarter GDP underscores the continued strain on private consumption, contrasted by a solid performance in investments. We maintain ...

China will release its CPI inflation data for February next Monday. We are expecting CPI to rise to 1.0% year-on-year thanks to a boost from the Lunar New Year effect. The impact of higher oil prices ...

The geopolitical shock from the Middle East conflict has increased near-term risks to the macro outlook with effects on the risk premium, inflation, monetary policy and the current account balance.

Government efforts to stabilize fresh food prices kept the headline inflation to steady . Despite the Lunar New Year holiday, South Korean inflation was unchanged at 2.0% year-on- ...

FX markets remain nervous, if a little calmer, as investors track the latest developments in the Middle East. US jobs data ...