Summary Goldman expects three BoE cuts in 2026 In March, June and September, from their previous forecast of a cut in each of February, April, …
Category: Central Banks
Summary Goldman sees CPI having limited Fed impact December data more important for January meeting Core PCE disinflation remains intact The latest U.S. consumer price …
Summary BoJ expected to hike rates to 0.75% Real rates remain negative despite move Yen reaction hinges on guidance, not decision A crowded global macro …
If clarity arrives that inflation is waning, then rates can come down IS uncomfortable front-loading rate cuts Needs to see more sustained progress on cooling …
The euro dipped on an ECB sources report with a slight dovish tilt: Policymakers had no appetite to take a rate cut off the table …
I expect UK CPI to fall to near 2% target in April or May 2026 Policy stance is still restrictive but I expected pace of …
Domestic demand the main growth engine in the years ahead Savings rate should come down Gov’t expenditure on defense should underpin investment Global environment likely …
The market was pricing in a 98% chance of no change in rates today so this was no surprise. Going forward, the market expects the …
The Bank of England has delivered the widely anticipated 25bp cut, but the pound is catching a bid as the MPC signals that the “easy” …
The BOE policy decision will be up first at 1200 GMT and the central bank is widely expected to cut rates by 25 bps today. …