THINK economic and financial analysis

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Poland
National Bank of Poland rates unchanged; we see cuts later in the year

National Bank of Poland rates unchanged; we see cuts later in the year

The National Bank of Poland statement was more dovish than last month
Report
Directional Economics CEEMEA: Trade instability – a test of strength
Report

Directional Economics CEEMEA: Trade instability – a test of strength

Our take on which countries across the CEE region are more exposed to the US tariff story

Chris Turner, Rafal Benecki e 11 altri

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Forex
FX Daily: What to expect on 'liberation day'

FX Daily: What to expect on ‘liberation day’

We mostly see upside risks for the dollar today
South Korea
South Korea: Inflation picks up, possibly pausing Bank of Korea's rate cut cycle
South Korea: Inflation picks up, possibly pausing Bank of Korea’s rate cut cycle
Report Credito
US Dollar Credit Supply: Corporate supply was strong in March
Report US Dollar Credit Supply: Corporate supply was strong in March  
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Euro Credit Supply: Underwhelming supply in 1Q25
Report Euro Credit Supply: Underwhelming supply in 1Q25  
Tassi
Rates Spark
Rates Spark: No liberation for volatility
Rates Spark: No liberation for volatility