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Hungary
National Bank of Hungary review: In search of inflation anchors

National Bank of Hungary review: In search of inflation anchors

The central bank recognises elevated inflation expectations and pro-inflationary risks, leaving no margin for error
FX
FX Daily: French and US political drama may lift volatility

FX Daily: French and US political drama may lift volatility

Political uncertainty in France and surrounding the Fed could lift volatility
Rates
Rates Spark
Rates Spark: The bottoming out of the 2Y Bund

Rates Spark: The bottoming out of the 2Y Bund

Eurozone optimism has pushed the German 2y yield close to pre-'Liberation Day' levels while US rates fade Friday's dovish move

South Korea
South Korean consumer sentiment improves, but outlook still cautious
South Korean consumer sentiment improves, but outlook still cautious
France
The likely fall of the French government will weigh on the economy
The likely fall of the French government will weigh on the economy
Real estate
Manufacturing, Construction and Retail
European contractors stuck in neutral as growth stalls in 2025
European contractors stuck in neutral as growth stalls in 2025
Poland
Poland’s retail sales rebound in July after softer June
Poland’s retail sales rebound in July after softer June