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Rates
Rates Spark
Rates Spark: Bessent and payrolls key as we end a tumultuous week

Rates Spark: Bessent and payrolls key as we end a tumultuous week

Payrolls Friday is anticipated to be a Goldilocks outcome, but with a clear tint of macro firmness
Poland
The National Bank of Poland governor sees no scope for interest rate cuts in 2025 but his tone was softer

The National Bank of Poland governor sees no scope for interest rate cuts in 2025 but his tone was softer

The National Bank of Poland governor sees no rationale for interest rate cuts in 2025, though his tone was slightly softer
CNB review: Resumed easing despite punchy inflation in January

CNB review: Resumed easing despite punchy inflation in January

The CNB eased monetary policy conditions via a 25bp cut despite headline inflation remaining above the target in January
Commodities, Food & Agri
Gold Monthly: $3,000 is now in sight
Gold Monthly: $3,000 is now in sight
Hungary
Monitoring Hungary: Moving in the wrong direction
Monitoring Hungary: Moving in the wrong direction
United Kingdom
Bank of England cuts rates with three more to come this year
Bank of England cuts rates with three more to come this year
Hungary
Disappointing end to 2024 for Hungary casts doubts on a strong recovery
Disappointing end to 2024 for Hungary casts doubts on a strong recovery