Higher-than-expected US tariffs will drag on Chinese growth and inflation this year. China has been quite measured in its reaction to the first two rounds of tariffs. But a sharp 34% tariff escalation ...

Oil prices are under pressure this morning, following other risk assets lower, after the Trump administration unveiled a base tariff of 10% on all imports from all trading partners. WTI was down more ...

Even though the markets had been fully anticipating big tariff news, they've still gone risk-off, with likely more to come ...

A US 20% reciprocal tariff on the European Union will hurt. It's worsened the eurozone's short-term outlook. Now, so much depends on European governments to push through with their planned fiscal ...

However, in general tariffs are a regressive form of taxation with lower income households spending more of their on income ...

There were a couple of dovish signals in the statement following the latest data, calling for the return of inflation to the target range a year earlier than in the NBP projection. For this reason, ...

Even as domestic demand supports local growth rates, our team expects easing cycles to extend. Most opportunity is seen in ...

The market reaction to today’s “liberation day” will depend on the size of tariffs, geographical/sectorial distribution, and ...