2024 International Economic Outlook: Weathering the Storm
Summary Key Themes As we head into 2024, we are downbeat on the prospects for […]
Weekly Focus – Central Bankers Boost Christmas Spirit
Repricing continued in the rates markets this week as central bankers did little to talk […]
After Recent Sharp Decline in Yields, Market Dynamics Might Gradually Change a Bit
Markets The ECB and the Bank of England yesterday as expected left their policy rates […]
Norges Bank Defies the Tide
In focus today Today we get PMIs out of the big Western economies. In the […]
Cliff Notes: An Abrupt Change in Expectations
Key insights from the week that was. The latest edition of the Westpac-Melbourne Institute survey […]
Bank of England Review – Push-Back on Rate Cut Expectations
At today’s monetary policy meeting the BoE left the key policy rate unchanged at 5.25% […]
Bank of England Hawks Extend the Pound’s Rally
The Fed’s dovish attitude, for now, hasn’t extended too far into Europe. The Bank of […]
A Gawkish BoE Followed by An Uneventful ECB Announcement
The Bank of England and the European Central Bank both left rates on hold on […]
Sterling and Euro Surge as BoE and ECB Hold Rates, Contrast Fed’s Dovish Stance
Sterling and Euro jumped sharply following the decisions by BoE and ECB to leave interest […]
BoE stands pat, three hawks vote for another hike
BoE kept Bank Rate unchanged at 5.25%, aligning with market expectations. The decision was not […]
Surprise Dovish Twist
The Federal Reserve (Fed) wraps up the year with a resounding finale. The Fed is […]
BoE’s Breeden focuses on inflationary persistence for future policy
BoE Deputy Governor Sarah Breeden acknowledged in a speech that the UK economy is making […]