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Poland
Polish inflation relief opens the door to potential May rate cut

Polish inflation relief opens the door to potential May rate cut

We think Poland's central bank could opt for a 50bp in May
Eurozone industrial production jumped in February, but that doesn't mean much

Eurozone industrial production jumped in February, but that doesn't mean much

Industrial production jumped by 1.1% in February, which marks the second strong increase in a row
The ECB survey warning on weak eurozone private investment

The ECB survey warning on weak eurozone private investment

We expect the ECB to lower interest rates again this week
United Kingdom
UK jobs market stays solid despite big tax hikes
UK jobs market stays solid despite big tax hikes
Carsten on the damage done by Trump's tariff chaos
FX
FX Daily: EUR/USD can return to 1.15
FX Daily: EUR/USD can return to 1.15
Rates
Rates Spark
Rates Spark: Equity optimism not shared by rates
Rates Spark: Equity optimism not shared by rates