Weekly Focus – US Inflation Shakes Up Markets
A surprisingly high US inflation print this week triggered the biggest shake-up in US bond […]
Cliff Notes: Expectations Tested
Key insights from the week that was. In Australia, the latest update on Westpac-MI Consumer […]
No Surprises from ECB
In focus today In the euro area, focus today is on final March inflation data […]
Policy Divergence Really Matters
Monetary policy settings across countries only make sense by also considering the fiscal context. In […]
ECB Review: The Direction is Clear
Today, the ECB decided to leave policy rates unchanged as unanimously expected. A rate cut […]
European Central Bank On Course For June Easing
Summary The European Central Bank held monetary policy steady at today’s announcement, though we view […]
ECB explicitly opens door to rate cuts
ECB maintained its interest rates as widely expected, holding main refinancing rate and deposit rate […]
Euro Stabilizes Ahead of ECB Decision
The euro is steady on Thursday, after sliding over 1% on Wednesday following the hot […]
ECB Meets Today But the Decision Itself (Status Quo) Won’t Be Surprising
Markets Above-consensus CPI, driven by low 2023 base effects and far more important by (very) […]
Markets Trim Fed Rate Cut Expectations Amid High US CPI
In focus today Today’s focus will be the ECB meeting where we expect no change […]
EUR/USD Outlook Ahead of ECB Main Refinancing Rate and Monetary Policy
Talking Points European Central Bank – ECB US Consumer Price Index – US CPI EUR/USD […]
ECB’s Stournaras advocates for insurance rate cut to nurture Eurozone recovery
ECB Governing Council member Yannis Stournaras expressed the need for an “insurance rate cut” to […]