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Commodities daily
The Commodities Feed: OPEC+ shocks with supply increase

The Commodities Feed: OPEC+ shocks with supply increase

Tariffs and a surprise OPEC+ supply increase produce worst day for oil since 2022
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
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
Credito
Tariffs on, risk off: credit set to leak
Tariffs on, risk off: credit set to leak