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April 17, 2026
Equities: Still a Rocky Road in 2026
April 17, 2026 12:49 PM UTC
· Any deal between the U.S. and Iran would still be seen as a positive win in equities, as it would raise hopes that it could be followed by a multi-year settlement that could include more Iran oil and gas into the global energy markets and lower energy prices. No deal is also feasible,
April 16, 2026
Eurozone; ECB Tone More Neutral Than Suggested by March Meeting Market Reaction?
April 16, 2026 12:18 PM UTC
Little new can be taken from the minutes to the March ECB Council 19 meeting, save that at least to us the ECB was too optimistic about growth and too pessimistic about inflation. In regard to the latter, while acknowledging tighter financial conditions, the ECB still seemed to be downplaying what a
April 15, 2026
Turkiye MPC Preview: Key Rate Will Likely Be Held Constant on April 22 MPC
April 15, 2026 3:40 PM UTC
Bottom Line: We think Central Bank of Turkiye (CBRT) will likely hold the policy rate stable at 37% during the MPC meeting scheduled for April 22 due to inflationary risks as both geopolitical uncertainties and domestic dynamics remain significant risk factors for the inflation outlook. Our end-year
April 14, 2026
Eurozone: ECB Downplaying Supply of Credit as it Focuses on its Cost
April 14, 2026 1:35 PM UTC
Even amid increasing suggestions that the Middle East conflict will reap marked real economy damage that should limit the length and extent of any inflation surge, markets are still pricing in almost three 25 bp ECB hikes in the coming year. We think this is still very excessive and reflects an ou
April 13, 2026
UK CPI Preview (Apr 22): Inflation Being Fuelled But Watch Financial Conditions?
April 13, 2026 2:39 PM UTC
The stormy weather inflation wise is now very evident, most notably in UK fuel prices surging. Thus after a stable 3.0% (a 10-mth low) February’s headline – matching both consensus and BoE projections we see it jumping to 3.5% in March. Services, however, may stay at 4.3% which was a four-year