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Carsten: Looking ahead to the rest of 2026
Rates 101: Why interest rates move and how to read the yield curve
The yield curve is one of the most discussed indicators in finance. It's also one of the topics most people pretend to understand. If you've ever…
America's AI boom: 3 trends to watch
Watch: Surging fuel prices and the new eurozone split
Carsten: central banks lean towards hikes in the face of stagflation shock
How two-way risks are dividing the Fed's policy outlook
How energy, China and geopolitics are reshaping the eurozone’s goods surplus
What the Middle East war means for the global economy right now
How the energy shock is hammering the construction industry
Are markets really expecting two ECB rate hikes this year?
European pharma's fight to stay relevant
Europe's pharmaceutical industry needs to up its game if it's going to continue competing effectively with the likes of China and the US. So says…
Why we still think EUR/USD can reach 1.20
We still think, despite everything, that the euro can rise to 1.20 against the dollar this year. Our FX Strategist, Francesco Pesole, says our team…
Your oil questions answered
The global economic implications of war in the Middle East
