Europe’s most energy‑intensive sectors have been hit hard, but the 2022 crisis lowered oil and gas dependence and left firms ...

Thursday's European Central Bank meeting could also prove mildly hawkish. But the difference to the Fed is that the market already prices close to 50bp of ECB rate hikes this year. In turn, the bar is ...

China's real GDP growth has benefited from a negative GDP deflator for the past 10 quarters. If this returns to positive levels, which positive CPI and PPI would suggest, nominal growth will need to ...

Aluminium Bahrain (Alba) has initiated a phased production shutdown, citing ongoing supply and transit disruptions stemming from the closure of the Strait of Hormuz. The company said it shut three ...

The outlook for Federal Reserve policy changes has been upended by events in the Middle East. Financial markets have swung from anticipating two 25bp rate cuts this year to now pricing in barely one.

While the European Commission is making progress in implementing the Industrial Accelerator Act, the conflict in the Middle East is currently clearly serving as an industrial decelerator, as higher ...

Italian industrial production was weak at the beginning of the year, and that was before the Middle East conflict ...

But investors still roughly see one rate cut from the Fed this year while an ECB hike is priced in by July. Markets are flirting with a BoE rate hike, too. The chart below shows how the repricing ...

The January and February CPI readings of 2.1% were excellent, but now feel like a thing of the past, with oil prices surpassing US$100 per barrel, which has sent petrol prices soaring. In March, CPI ...

South Korea’s government imposed a maximum price cap on oil, rolling back gasoline prices to levels from early last week. It's likely to keep consumer price index inflation anchored near 2%. The ...

The US Supreme Court’s decision to invalidate Trump’s use of emergency authority to impose tariffs is unlikely to derail MFN deals with pharma companies ...

The Bank of England will be sensitive to the energy price spike Out of all the central banks, it’s tempting to say that the ...