Weekly Economic & Financial Commentary: FOMC Likely to Enter an Extended Pause in Its Recent Easing Cycle
Summary United States: Riding the Wave The Consumer Price Index ended the year at 2.9% […]
Week Ahead – Markets on Edge as Trump’s Inauguration and BoJ Decision Loom
Markets brace for impact ahead of Trump’s inauguration. BoJ seen raising rates at first gathering […]
ECB’s Elderson: Rate setting is a question of speed and magnitude
ECB Executive Board member Frank Elderson emphasized the delicate balance the central bank must strike […]
China Hit Growth Target of “Around 5%” in 2024
Markets All eyes were on December US retail sales yesterday, but a CNBC interview with […]
Bond Relief
Optimism yesterday could’ve been boosted by slower-than-expected US retail sales in December, another set of […]
Final Euro Area HICP Data to Reveal Inflation Drivers
In focus today Today, we receive the final euro area HICP data for December, which […]
ECB Minutes: Gradual easing essential to monitor disinflation check points
ECB’s December 11–12 meeting minutes noted that while the 25 bps rate cut decided at […]
Eurozone goods exports fall -1.6% yoy in Nov, imports down -1.0% yoy
Eurozone goods exports fell -1.6% yoy to EUR 248.3B in November. Good imports fell -1.0% […]
Optimism Returns on Supportive Data
Yesterday offered an almost ideal news flow for global investors. First, the British inflation came […]
Israel-Gaza Ceasefire After 15-Months
In focus today From the US, initial jobless claims and retail sales will provide markets […]
ECB’s Guindos and Villeroy affirm progress on disinflation
ECB Vice President Luis de Guindos highlighted today that disinflation in the Eurozone is “well […]
ECB’s Nagel: Should avoid rushing monetary policy normalization
German ECB Governing Council member Joachim Nagel in an interview with Platow Brief, highlighted persistent […]