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Why the gold rally isn’t over yet
Commodities, Food & Agri

Why the gold rally isn’t over yet


Gold’s structural support remains intact despite the sell-off

Ewa Manthey

Rates
United Kingdom
Is UK political drama really a disaster for gilts? It's complicated...
Is UK political drama really a disaster for gilts? It's complicated...
FX
CEE Issuance Outlook 2026: Diversify, pre-fund, switch, repeat

CEE Issuance Outlook 2026: Diversify, pre-fund, switch, repeat

Sovereign issuance in 2026 is set to be driven mainly by refinancing needs and debt costs rather than fresh fiscal loosening
FX
CEE bond technicals: Foreign interest remains selective

CEE bond technicals: Foreign interest remains selective

CEE local debt still lags, with foreign demand limited to idiosyncratic stories such as Hungary and Turkey
Poland: Record high borrowing needs but lower bond issuance
Poland: Record high borrowing needs but lower bond issuance
Czech Republic: The end of fiscal consolidation
Czech Republic: The end of fiscal consolidation
Hungary: Election uncertainty as net bond supply falls
Hungary: Election uncertainty as net bond supply falls
Romania: Fiscal consolidation and diversification of sources
Romania: Fiscal consolidation and diversification of sources
Turkey: Higher debt costs, predictable funding strategy
Turkey: Higher debt costs, predictable funding strategy
Europeans fear government spending will cost them personally
Europeans fear government spending will cost them personally

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