Steady ESG issuance by banks amid limited EU GBS adoption. Banks continued to issue sustainable bonds at a robust pace in 2025, despite the diminishing regulatory support for ESG.

Labour market data remains at an acceptable level for now, but the outlook is uncertain. As spooky season begins, companies face a haunting dilemma: raise prices further or begin layoffs? The latest ...

Although September retail sales growth fell short of expectations due to weak food sales, the sector still performed strongly ...

Altogether, at 3.8%, it looks like UK inflation has peaked. We see it at 3.5% over the remaining months of 2025, before ...

All this should not be enough to bring a November rate cut back on the table, but it definitely increases the chances of a ...

Next week’s ECB meeting is unlikely to leave a lasting impression. If you can, take advantage of any remaining holiday days and skip it. A quick check-in with your favourite macro research site on ...

Japanese exports recovered mostly in line with market expectations. We cautiously expect US-bound exports to stabilise after the recent trade deal. Stronger-than-expected imports indicate continued ...

The move higher in gold in recent months has been predominantly driven by ETF buying. In dollar terms, investors bought a ...

LME Week, the biggest gathering of the metals industry, brought a cautiously upbeat tone to metals markets this year. While ...

The current risks are towards more ECB easing, but because medium-term risks are tilted to the upside, we think markets will ...

In line with our expectations, the National Bank of Hungary's Monetary Council found plenty of reasons to sit tight and keep ...

After months of disruption and speculation, is the global pharmaceutical industry entering a new era? With the White House’s ...