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 …
Category: Central Banks
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 …
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). …
I posted on Deutsche Bank’s view of the European Central Bank on Friday, Deutsche Bank: Eurozone resilience keeps ECB doves in check but have more …
Barclays have joined Goldman Sachs in expecting the Bank of England to cut its benchmark Bank Rate by 25bp to 3.75% at its meeting on …