700 Reasons to Expect Higher Real Rates on Average
Now that central banks are cutting rates, the question of where they will stop comes […]
Cliff Notes: Shifting Views on the State of the Economy
Key insights from the week that was. In Australia, there was finally a sigh of […]
US Data: Stubborn Inflation vs Jobs Warning Bell
US inflation came in slightly above expectations, but a jump in weekly jobless claims shifted […]
Fed’s Williams expects gradual move toward neutral policy
New York Fed President John Williams signaled today that monetary policy will continue to shift […]
Fed’s Goolsbee expects more close calls ahead on rate decisions
Chicago Fed President Austan Goolsbee, in an interview with CNBC today, highlighted the clear progress […]
September CPI: Minor Turbulence
Summary The September CPI report came in slightly hotter than expected, but not enough to […]
AUD/USD Stabilises Near Monthly Low Amid Mixed Signals
The AUD/USD pair has halted its nearly continuous seven-day decline, stabilising around 0.6730 on Thursday. […]
US: Progress on Inflation Front Stalls in September, Supporting Smaller 25bps Cut in Nov
The Consumer Price Index (CPI) rose 0.2% month-on-month (m/m) in September, a tenth of a […]
US CPI slows to 2.4% yoy in Sep, but core CPI rises to 3.3% yoy
US CPI rose 0.2% mom in September, above expectation of 0.1% mom. CPI core (less […]
US initial jobless claims surges to 258k, highest since mid-2023
US initial jobless claims jumped sharply by 33k to 258k in the week ending October […]
ECB Minutes: Caution on inflation as rate cuts expected to continue
Following the ECB’s 25bps rate cut in September, the minutes reveal a cautious stance on […]
SNB’s Martin: Negative rates a possibility, but not on immediate agenda
SNB Vice Chair Antoine Martin indicated that the central bank may consider lowering interest rates, […]