Category: Central Banks

The Atlanta Fed growth estimate for Q3 rose to 4.0% from 3.9% last GDPNow is not an official forecast of the Atlanta Fed. Rather, it …

I am uneasy with frontloading rate cuts Rates should come down with inflation Inflation data is still worrisome I’m not decided for what happens at …

Currently it’s a comfortable situation for the ECB Risks remain high, even if they haven’t materialized or worsened recently The market is pricing in a …

Repeats neutral rate is quite a way below the current policy rate A lot of factors drive financial markets It is a mistake to make …

EXPECTATIONS The RBA is widely expected to hold the Cash Rate unchanged at 3.6% tomorrow after the “material miss” (quoting RBA’s Governor Bullock) on inflation. …

I would not read too much into small deviations from a desired inflation path I see the risk as broadly balanced for both the economy …

We’ll have more insight on inflation in December Simkus spoke already on Friday and he’s not adding much here. He’s been leaning more on the …

The data hasn’t changed since last projections in September In December, we’ll have new projections and will make a decision based on that new data …

HSBC Global Investment Research said the U.S. dollar is likely to find its bottom in early 2026, as further interest rate cuts from the Federal …