View:
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
Iran Blockade and What Next?
April 13, 2026 9:58 AM UTC
· Though the U.S. is introducing a blockade on Iran oil exports, we think the U.S. and Iran remain reluctant to restart the war. How Iran responds to the U.S. blockade is important. It could choose to respond by attacking Gulf energy installations before or after the 2-week ceasefir
April 10, 2026
As We Expected, Russia’s Inflation Stood at 5.9% in March
April 10, 2026 5:13 PM UTC
Bottom Line: As we expected, Russian inflation hit 5.9% in March owing to lagged impacts of previous aggressive monetary tightening and relative resilience of RUB. According to Rosstat’s announcement on April 10, prices increased by 0.6% in March on a monthly basis following a 0.7% rise the prev