Weekly Economic & Financial Commentary: 100 Basis Points Lower & 100 Basis Points Higher
Summary United States: Changing of the Guard Considering a reasonably light domestic indicator schedule this […]
Week Ahead – Fed, BoC and ECB Meet Amid Trump Tariff Threats
Three central bank decisions awaited as tariff reality sets in Fed set to go on […]
Weekly Focus – Sell the Rumour, Buy the Fact?
It was a sell the rumour, buy the fact kind of week, apparently. The fears of Donald […]
ECB Preview: No New Signals
When the ECB meets next week, the policy decision is essentially already guided, namely another […]
Kiwi Eases as NZ CPI Backs RBNZ 50bps Cut, Dollar Unmoved by Trump’s Continuous Tariff Talks
New Zealand Dollar softened mildly today as Q4 inflation data reinforced the case for continued […]
ECB’s Knot supports near-term rate cuts, not convinced of of stimulus mode
Dutch ECB Governing Council member Klaas Knot expressed agreement with market expectations for rate cuts […]
Almost Smoothly
Donald Trump’s inauguration went almost smoothly. The US markets were closed, the Chinese stocks were […]
ECB’s Vujcic sees market pricing of rate cuts as “reasonable”
Croatian ECB Governing Council member Boris Vujcic commented on market expectations for rate cuts during […]
ECB’s Holzmann: January rate cut not as certain with elevated inflation risks
Austrian ECB Governing Council member Robert Holzmann expressed skepticism over a potential rate cut at […]
Global Markets Look Beyond Trump’s Inauguration as Local Drivers Take the Lead
Global markets are buzzing in anticipation of Donald Trump’s inauguration on January 20, yet the […]
ECB’s Nagel: Should avoid rushing monetary policy normalization
German ECB Governing Council member Joachim Nagel in an interview with Platow Brief, highlighted persistent […]
ECB’s Lagarde highlights regular, gradual rate cuts as policy diverges from Fed
ECB President Christine Lagarde emphasized the central bank’s commitment to a “regular, gradual path” of […]