August’s euro-zone Economic Sentiment Indicator (ESI) suggests that the economy has continued to expand despite higher energy prices and extreme summer heat. And the selling price expectations indices...

Softer inflation suggests that there’s more scope for monetary easing this year in Hungary and Turkey than we had previously thought, and we have pencilled in more rate cuts into our profile. In...

The regular budget for FY2027 will probably include the largest increase in spending since the early 1990s. However, this partly reflects the government’s aim to incorporate spending previously...

This week’s firm inflation and household spending data have raised the risk that the RBA’s tightening cycle is not yet over. But the investment picture is more mixed, while softer labour and housing...