CIS-4 resilience to face tests in the second half of 2026
Our latest take on Armenia, Azerbaijan, Kazakhstan, Uzbekistan as tensions in the Middle East subside
CNY at a glance: tightening our forecast band for rest of 2026
Focus on stability caps USDCNY volatility, but fundamentals point to long-term appreciation
CIS-4: Domestic resilience leads to softer rates outlook
Our view on Armenia, Azerbaijan, Kazakhstan, Uzbekistan amid an upgrade in commodity prices
Review of the Kazakhstan central bank policy rate decision
Monthly macro update on Armenia, Azerbaijan, Kazakhstan, Uzbekistan as continued tensions in the Middle East lead to higher commodity prices
CIS-4: new global scenarios further reshape the outlook
CNY at a glance: China's yuan moves into our bullish scenario
Oil shock for Asia: identifying the key pressure points
Per la BCE non è il momento di andare in vacanza
Eurozona, la produzione industriale cala a maggio
CIS-4: Early implications of war in the Middle East
Asia’s outlook under higher oil prices
Dollar 2026 decline: more cyclical than structural
Tariff slapdown: What the markets say
An upbeat start to the year for the CIS-4
Our view on how Armenia, Azerbaijan, Kazakhstan, Uzbekistan are performing so far this year
Dollar weighed down by better alternatives and intervention
The dollar remains vulnerable, but a broader sell-off may come later in the year
Kazakhstan: base rate on hold, but risk of hikes remains
Denmark’s currency is starting to feel some Greenland effect
CNY at a glance: what next as the yuan moves below the critical 7.00 threshold?
Growth, FX stability and potential holiday reforms: 3 calls for China
Kazakhstan slows, Uzbekistan may surprise: 3 calls for CIS
Asia 2026: 10 questions for China's year ahead
