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THINK Ahead: Good cut, bad cut

THINK Ahead: Good cut, bad cut

James Smith on the upcoming central bank mega week
FX
Credit
Rates
Middle East Conflict: What it means for macro and markets

Middle East Conflict: What it means for macro and markets

Israel's strikes on Iran could take oil prices above $80. This has implications for the global economy, markets and policy
Poland
Lower Polish CPI raises the odds of a rate cut next month

Lower Polish CPI raises the odds of a rate cut next month

Will Polish rates go down in July? It's going to be a close call
Eurozone industrial production unexpectedly nosedives in April
Eurozone industrial production unexpectedly nosedives in April
Poland
Political divisions in Poland create an unfavourable policy environment
Political divisions in Poland create an unfavourable policy environment
FX Daily: Geopolitical risk storms back into the picture
FX Daily: Geopolitical risk storms back into the picture
Rates
Rates Spark: Geopolitics add to bullish impulses
Rates Spark: Geopolitics add to bullish impulses