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Poland
Sharp dovish pivot by the National Bank of Poland governor opens the door for a rate cut in May

Sharp dovish pivot by the National Bank of Poland governor opens the door for a rate cut in May

We could see an interest rate cut in Poland in May on the sharp dovish pivot by the central bank governor
Romania
National Bank of Romania set to stay on hold at the April meeting

National Bank of Romania set to stay on hold at the April meeting

We expect the key rate to remain unchanged at 6.50% next week but we could see rate cuts later this year
ECB's March meeting minutes confirm diverging views on the timing of further cuts

ECB's March meeting minutes confirm diverging views on the timing of further cuts

Diverging views are emerging within the ECB when it comes to the timing of rate cuts
Bundle
Our take on Trump's 'Liberation Day' tariffs
Bundle Our take on Trump's 'Liberation Day' tariffs
Turkey
Turkey sees benign inflation in March, but upside risks for April
Turkey sees benign inflation in March, but upside risks for April
Credit
Tariffs on, risk off: credit set to leak
Tariffs on, risk off: credit set to leak
FX
FX Daily: Without domestic support, dollar is left a little naked
FX Daily: Without domestic support, dollar is left a little naked