Weekly Focus – Two-Sided Risks Ahead for H2
The first half of 2023 was characterized by economic growth surprising to the upside, but […]
US Grows, China Slows
Economic data released in the US yesterday further fueled the hawkish Federal Reserve (Fed) bets. […]
Cliff Notes: Persistence of Underlying Inflation Continues to Trouble Policy Makers
Key insights from the week that was. The main data release for Australia this week […]
Fed Got Greenlight for More Hikes
US and European stocks were up on Wednesday. The US chipmakers dampened appetite across the […]
All Eyes on Riksbank
Market movers today Today we expect a 25bp hike from the Riksbank. We expect the […]
ECB Vasle: Burden of proof for Sep in non-necessity of more hike
ECB Governing Council member Bostjan Vasle has emphasized the need for further monetary tightening in […]
ECB de Guindos: July a hike fait acommpli, September open
ECB Vice President Luis de Guindos has provided a somber outlook for the Eurozone’s economic […]
Near-Term Recession Fears are Clearly Overdone
Markets US eco data turned out to be the intraday game-changer, achieving what rather hawkish ECB […]
Hawkish Vibes from Sintra
Market movers today Today is the last day of the ECB Forum on Central Banking […]
Can This Week’s Inflation Report Steer the ECB Away from Another Rate Hike?
We are getting closer to the end of June, and it is time for another […]
Central bank leaders signal continued inflation battle
In an engaging dialogue at ECB forum, central bank leaders from across the globe hinted […]