The GCC countries have entered a period of higher interest rates - their US$ currency pegs mean regional central banks mirror US Fed hikes. Our...

The National Bank of Poland (NBP) hiked its policy rate by 75bps at yesterday's meeting, bringing it to 3.5%. Although a continuation of monetary...

The renminbi (CNY) has demonstrated its resilience to global market volatility in recent months, holding steady against the US dollar and other...

We have lowered our mainland 2022 GDP growth forecast by 0.1ppt to 4.2% to reflect the economic impact of the Omicron outbreak at the start of the...

Despite tensions continuing to ratchet higher, on a medium term view we think the balance of probabilities implies a buying opportunity for affected...

This week’s talks between Russia, on one side, and on the other the US, NATO and the Organisation of Security and Cooperation in Europe (OSCE), have...

The National Bank of Poland (NBP) hiked its policy rate by 75bps to 1.25% at yesterday’s meeting. Although some tightening was expected, the...

The recent escalation of the conflict between Poland and the European Union has significantly increased the odds of a decisive response from the EU....

In our recent extended panel assessment on EM FX, we found most currencies have yet to recover ‘fair value’ after the March 2020 overshooting event....

Asian currencies have broadly struggled in recent months due to the strengthening of the US dollar on the back of favorable growth and rate...