Away from the tariffs, perhaps the biggest unanswered question in the UK economy is what the recent employer tax hikes mean for the jobs market. Earlier this year, the mood music looked grim. Survey ...

The 2 April 'liberation day' aftermath has been nothing short of chaotic. We've seen new tariffs and a 90-day pause, as well as reductions and exceptions. For now, we maintain our world trade growth ...

President Donald Trump sees “beautiful” tariffs as a tool to achieve three objectives: A diplomatic weapon to change the behaviour of foreign nations. An incentive for manufacturing reshoring to the ...

US Treasury yields have marched higher again – what's going on? The impact of tariffs was the discount for a recession and more rate cuts, typically deemed a good rationale to buy bonds. It still is, ...

Significantly lower yields in the belly of EUR and USD swap curves suggest rates markets remain pessimistic about the economic outlook further in the future. This contrasts with the rally in equities ...

If you've ever tried to fix your laptop with a sledgehammer, you'll know the chances of fixing it properly are close to zero. The damage is done. And that, says ING's Carsten Brzeski, is where the ...

The clear takeaway from recent events is that global growth will be lower. First and foremost, this is a shock to emerging currencies. In effect, recent events reverse the emerging market boom ...

CEE countries still face long-term challenges such as competitiveness, demographics and energy transition, which complicate their response to external shocks. Despite the uncertainties, the region may ...

US President Trump's global tariffs are causing a dramatic change in economic relationships. Our team of economists look at the impact on countries, central banks, FX, rates, commodities and more ...

Both the US Fed and the European Central Bank are set to do more rather than less over the coming months, given the financial and economic turmoil around the globe President Trump’s tariffs will ...

The inflation rebound in Central and Eastern Europe has been more pronounced than in other areas, making it more challenging for central banks to respond to US tariffs. While early estimates suggest a ...

Even though there's some relief, we are witnessing not a gentle reset or subtle changes in economic relationships but rather a wild sledgehammer, writes Carsten Brzeski. It's breaking down the global ...