Expectations show not much will happen in the next months It’s important to be able to react Same old here from Kocher who’s been reiterating …
Category: Central Banks
The majority of ECB members have been repeating this exact same comment for several weeks. The ECB has ended its cutting cycle in June 2025 …
The odds for a move in December were around 61% before the labour market report here. Now, that has gone up to ~81% and this …
RBNZ inflation expectations: 1-year 2.39% (prior 2.37%) and 2-year 2.28% (prior 2.28% also) The Bank focus on the 2-year number, as that’s the time horizon …
The People’s Bank of China (PBOC), China’s central bank, is responsible for setting the daily midpoint of the yuan (also known as renminbi or RMB). …
People’s Bank of China USD/CNY reference rate is due around 0115 GMT. The People’s Bank of China (PBOC), China’s central bank, is responsible for setting …
Australia November Westpac-Melbourne Institute Consumer Confidence Index jumps 12.8% to 103.8 I’m awaiting some details on this. What a bizarre result. This article was written …
Inflation data is stale and is coming down Data since September suggested Fed should be more dovish than its September view. Reasonable to be incrementally …
Labor market has cooled in an orderly way Consumer balance sheets are ok Companies say labor market has softened a little, things look reasonably ok …
Policy is in a good place Rate cut so far has supported labor market, keeps downward pressure on inflation Slow wage growth shows it’s a …