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FX
Rates
United States
Fed to delay rate cuts as war clouds the outlook

Fed to delay rate cuts as war clouds the outlook

We expect the Fed to remain on hold and see rate cuts as delayed due to the Middle East conflict

United Kingdom
THINK Ahead: ECB hikes, Fed cuts? Don’t bet on it

THINK Ahead: ECB hikes, Fed cuts? Don’t bet on it

James Smith's guide to next week's central bank bonanza

Poland
Petrol price surge puts Poland’s low‑inflation trajectory at risk

Petrol price surge puts Poland’s low‑inflation trajectory at risk

Polish inflation may accelerate above 3% in March due to rising petrol prices

Italy
Italian industrial production started 2026 on a soft footing
Italian industrial production started 2026 on a soft footing
United Kingdom
Why the bar is high for the Bank of England to hike rates
Why the bar is high for the Bank of England to hike rates
Healthcare
Pharma’s Godfather moment: pulled back into tariff uncertainty
Pharma’s Godfather moment: pulled back into tariff uncertainty
Eurozone industrial outlook thrown into uncertainty as energy woes return
Eurozone industrial outlook thrown into uncertainty as energy woes return

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