Westpac says persistent core inflation leaves the RBA little choice but to hike in February, while favouring a cautious wait-and-see stance thereafter. Summary: Westpac now …
Category: Central Banks
ECB’s Cipollone says Europe’s economic resilience is holding, but geopolitical risks threaten growth and strengthen the case for financial autonomy. Summary: ECB sees geopolitical risks …
Major bank forecasts are converging on a February RBA rate hike as inflation surprises force markets to reassess policy risks. Summary: Three of four major …
The PBOC follows a managed floating exchange rate system that allows the value of the yuan to fluctuate within a +/- 2% range, around a …
Australia’s December CPI reinforces the case for an RBA rate hike as underlying inflation re-accelerates and services pressures intensify. Summary: Australian CPI surprised higher across …
The People’s Bank of China is due to set the daily USD/CNY reference rate at around 0115 GMT (2115 US Eastern time), a fixing that …
Summary: Members saw wage gains and pass-through supporting a durable wage–price cycle Real rates still negative; credit growth and easy conditions viewed as increasingly stimulative …
The Bank of England Governor Bailey writes that stronger banks are only part of the stability story as risks increasingly migrate beyond the traditional financial …
The dollar slid to multi-year lows as political uncertainty, tariff threats and concerns over Fed independence deepened the market’s “sell America” trade. Summary: U.S. dollar …
Important for the ECB to have full optionality ECB must be able to act quickly and decisively ECB wants optionality in any direction Sentiment indicators …