Carsten: The global economy at half time
Our three things to watch in the second half of 2026
Oil off its highs but risks return
The recent flare-up in hostilities between the US and Iran poses risks
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
In the absence of quick resolution in the Middle East, energy prices are set to move higher in the third quarter
Our view on Armenia, Azerbaijan, Kazakhstan, Uzbekistan amid an upgrade in commodity prices
Benzina, petrolio, gas: l’attesa dei mercati e gli scenari aggiornati sui…
CIS‑4 FX buoyed by inflows while CPI risks hit the rates outlook
Energy market outlook hinges on the Middle East
Per la BCE non è il momento di andare in vacanza
Eurozona, la produzione industriale cala a maggio
CIS-4: new global scenarios further reshape the outlook
Guerra in Iran e Stretto di Hormuz: la nostra previsione sui prezzi di…
CIS-4: Early implications of war in the Middle East
US sanctions on Russia cloud the outlook for the oil market
France’s fiscal outlook deteriorates, but a full-blown crisis remains…
The fall of the government deepens uncertainty and public finances worsen
Energy markets quickly discount Middle East supply risks
Energy prices have seen increased volatility over the last month
OPEC+ move to defend market share
CIS-4 face higher CPI risks despite stronger exchange rates
La nuova strategia dell’OPEC+ si scontra con una domanda di petrolio incerta
We're changing the outlook for the CIS-4 due to global woes
CEE countries could be more resilient to the tariff threat than you might think
How the CIS-4 are navigating global trade tensions
