Bank of England Review – BoE to Lag Peers in 2025; We Stay Positive GBP
At today’s monetary policy meeting the BoE kept the Bank Rate unchanged at 4.75%, which […]
RBNZ OCR Change of Call: Weak GDP Implies a Lower Trough in the OCR
The OCR looks set to end 2025 at 3.25% – lower than previously thought. We […]
FOMC Cuts Rates, but Pace of Easing Ahead Likely Will Slow
Summary As widely expected, the FOMC cut the target range for the federal funds rate […]
China Economic & FX Outlook: Scenario Analysis
Summary With China particularly sensitive to changes in U.S. trade and tariff policy, we find […]
Yearly Technical Outlook 2025 – AUDUSD, NZDUSD, USDCAD
Australia’s economic rollercoaster; Aussie in new negative paths New Zealand’s challenging year; Kiwi may dive […]
Market Year Wrap 2024: Key Highlights and Outlook for 2025
The year 2024 has been a transformative period in the global financial markets, characterised by […]
Yearly Technical Outlook 2025 – EURUSD, GBPUSD, USDJPY
EURUSD: No light at the end of the tunnel EURUSD is down by 4.78% year-to-date and […]
ECB Review: A Dovish 25’er
The ECB decided to cut its three policy rates by 25bp, in line with market […]
December Flashlight for the FOMC Blackout Period: Slower Pace of Easing on the Horizon
Summary We expect the FOMC will reduce the federal funds rate by 25 bps at […]
Year Ahead – Gold’s Golden Year: Will It Shine Even Brighter in 2025?
Gold has added almost 30% during 2024 Fed policy could continue to impact the precious metal in 2025 Geopolitical tensions […]
European Central Bank Maintains Steady Easing, Swiss National Bank Accelerates
Summary The European Central Bank (ECB) lowered its Deposit Rate by 25 bps to 3.00% […]