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Slowing inflation means more reasons to justify October rate cut in my view Recent weakening in growth outlook also tips the scale in the direction …

Our monetary policy stance is becoming less restrictive Policy direction is clear as rate cuts have already begun Pace and scale of rate cuts will …

BNZ summarise their reasoing: QSBO just awful CPI headed sub 2.0% Soft labour market to subdue non-tradables Rate settings need to move quickly towards neutral …

I suspect BNZ is spot on with this: BNZ forecast a 50bp interest rate cut from Reserve Bank of New Zealand next week NZD/USD has …

The info from the Bank of Japan this morning is here: Bank of Japan September meeting ‘Summary of opinions’ there were signs on the day …

Bank of Japan September quarter 2024 Tankan report, main findings: September big manufacturers index +13 (expected 13) December big manufacturers index seen at +14 (expected …

Text is here: Summary of Opinions at the Monetary Policy Meeting on September 19 and 20, 2024 In brief, the main piiuntts from what was …

The American Bankers Association’s Economic Advisory Committee brings together15 chief economists from some of North America’s largest banks. The Committee chair notes the Fed is …