Cliff Notes: Assessing the Policy Stance
Key insights from the week that was. Regarding Federal Budget 2025, our bulletin and conversation […]
UK Inflation Cools Down Pound
UK consumer inflation was weaker than expected. The annual rate of price increases slowed to […]
Sterling Lags After CPI Miss, But BoE Rate Cut to Stay Gradual
Sterling fell broadly today after UK’s February CPI came in slightly below expectations. However, the […]
Focus on US Consumer Confidence
In focus today In the US, the Conference Board’s consumer confidence survey for March will […]
BoE’s Bailey calls for trade cooperation and embraces AI as growth catalyst
BoE Governor Andrew Bailey urged greater international cooperation to resolve growing strains in the global […]
Weekly Economic & Financial Commentary: Increased Uncertainty Complicates the FOMC’s Job
Summary United States: February Bounce More Likely a Head Fake Retail sales, industrial production, existing […]
Week Ahead – Flash PMIs, US and UK Inflation Eyed as Tariff War Rumbles On
US PCE inflation up next, but will consumption data matter more? UK budget and CPI […]
Rotation Trade Gives Signs of Exhaustion
A big week of central bank decisions is coming to an end with the central […]
Germany Set to Pass the Largest Fiscal Package in Three Decades
In focus today Germany’s fiscal package is anticipated to pass in the Bundesrat, potentially delivering […]
Cliff Notes: Time to Take Stock
Key insights from the week that was. In Australia, the February Labour Force Survey provided […]
Bank of England Review – Slow and Steady
As expected, the BoE today kept the Bank Rate unchanged at 4.50%. The vote split […]
BoE’s Greene: Trade War likely disinflationary for UK
BoE Monetary Policy Committee member Megan Greene said today that a trade war involving retaliatory […]