Vote against interest rate cut was a ‘skip’ within a continuing withdrawal of monetary policy restriction. Inflation pressure indicators give me cause for concern. Quarterly …
There was so much noise over the weekend and yesterday about the Moody’s downgrade with even some doomsday scenarios. I’ve argued (here) that it was …
Eurostoxx +0.2% Germany DAX +0.2% France CAC 40 +0.2% UK FTSE +0.2% Spain IBEX +0.4% In the end, the Moody’s downgrade was indeed a nothingburger …
Some members said JGB market functionality improving as a trend due to BoJ’s taper. Other participants said there is distortion between super-long yields and yields …
Disinflation is on track, but new shocks are posing new challenges. Tariffs may be disinflationary in the short run but pose upside risks over the …
Prior was -0.7% PPI y/y -0.9% vs -0.6% expected Prior was -0.2% Lower energy prices were the main reason for the year-on-year decline in producer …
Did discuss 25 bps or 50 bps cut. There’s more uncertainty than usual. We would expect consumption to pick up amid rate cuts and falling …