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Expert briefing
Publication date: 7 May 2024
Expert Briefings Powered by Oxford Analytica

There is sizeable demand for financial assets and products in Asia that exclude China. However, investor expectations that the US Federal Reserve (Fed) will not cut interest rates…

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Expert briefing
Publication date: 8 March 2024
Expert Briefings Powered by Oxford Analytica

The NBP is not cutting interest rates further partly because of tensions with Prime Minister Donald Tusk’s pro-EU government, following the defeat of the nationalist Law and…

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Expert briefing
Publication date: 21 February 2024
Expert Briefings Powered by Oxford Analytica

The elections, resulting in a fractured mandate and marred by allegations of rigging, have increased polarisation. Separately, Pakistan’s nine-month, roughly USD3bn Stand-By…

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Expert briefing
Publication date: 21 February 2024
Expert Briefings Powered by Oxford Analytica

However, although output has grown, a tight labour market and persistent inflation have created new problems. The reorientation of trade away from Europe has resulted in a…

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