Weekly Focus Weekly Focus – Central Banks Take Centre Stage
Easing pandemic curbs and global recession fears continued to drive markets. Despite rising cases, China […]
ECB Preview – A Hawkish 50bp
At next week’s meeting, we expect the ECB to deliver a 50bp rate hike with […]
ECB Lane reasonably confidence EZ close to peak inflation
ECB Chief Economist Philip Lane said in an interview, “I would be reasonably confident in […]
FX Year Ahead 2023: Recessions and Trend Reversals
The US dollar steamrolled every other major currency this year, capitalizing on a perfect storm […]
ECB Makhlouf: Premature to be talking about end-point for policy rates
ECB Governing Council member Gabriel Makhlouf said, “To continue on our path to bring inflation […]
ECB Villeroy backs 50bps hike this month to finish first half of the game
ECB Governing Council member Francois Villeroy de Galhau said in an interview on Sunday, for […]
Weekly Focus – Easing Rate Hike Fears Support Market Sentiment
This week, we published our latest global economic forecasts for 2023 and 2024 in The […]
Investors ‘Really’ Want to See the Fed Half-Dove
Oops investors did it again. They did not listen well to what Jerome Powell said […]
Euro Inflation Notes – A ‘Sticky’ Problem
On the face of it, the November flash HICP figures brought a welcome decline in […]
EURUSD Edges Higher as CPI Falls
It continues to be a quiet week for the euro. In the European session, EUR/USD […]
Official Chinese November PMIs Disappointed
Markets First releases of EMU November CPI in several EMU members states fueled the debate […]
ECB Herodotou: There will be another hike or hikes
ECB Governing Council member Constantinos Herodotou said, “We are very near the neutral rate. There […]