Official sector demand remains the backbone of the gold market. Since Russia’s invasion of Ukraine in 2022, central banks, particularly across emerging markets, have accelerated reserve ...
Borrowing needs are set to surge to record highs in 2026, driven by redemptions and off‑budget items; POLGB issuance is set ...
Hungary faces elevated fiscal uncertainty ahead of the April elections as the deficit rises to 5.5% of GDP. Borrowing needs ...
The outcome of US-Iran nuclear talks today will be key to the direction of oil prices ...
Fiscal consolidation brought a positive surprise in 2025, but rising interest costs and redemptions should push borrowing ...
Consumer confidence and sentiment in the Italian construction sector improved further in February, while confidence weakened ...
But in the short term, JPY’s outlook remains clouded. Improved risk sentiment is encouraging JPY short-building even more, ...
Despite a global EM inflow rebound, CEE local debt still lags, with foreign demand limited to idiosyncratic stories such as Hungary and Turkey. Elsewhere, foreign holdings have stabilised or edged ...
Beyond 2026, the Treasury’s spending plans become unrealistically austere. Real-terms departmental day-to-day spending is budgeted to remain flat in 2029 – and falling in per-capita terms. And 2029, ...
Sovereign issuance will this year be driven largely by refinancing needs and higher debt costs rather than new fiscal expansion ...
Fiscal policy has remained just slightly looser after the election; the deficit is expected to sit at 2.2% of GDP this year, with upside risks. Borrowing needs are rising, driving more CZGB issuance, ...
Our latest consumer survey shows that many Europeans are sceptical about the benefits of increased government spending on defence and infrastructure ...
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