ECB Review: June Cut is Coming
Today, the ECB decided to keep policy rates unchanged, as unanimously expected by markets and […]
Research China – A Long and Painful Transition
China continues to struggle with a housing crisis that shows no signs of turning three […]
Dissecting ECB Monetary Policy Decisions Communiqué
The monetary policy decisions statement is released at 13:15 GMT President Lagarde et al could […]
European Central Bank Gravitating Toward A Mid-Year Rate Cut
Summary The Eurozone economy faced a particularly challenging period during the second half of 2023, […]
Review of RBNZ February 2024 Monetary Policy Statement
Staying the course The RBNZ left the OCR at 5.5%. The forward profile was lowered, […]
Bank of Canada’s Policy Pirouette Not Yet Complete
Summary Canadian economic trends have been mixed, but softer on balance. GDP shrank in Q3 […]
RBA Minutes: Plus ça change
A longer meeting, but an expected outcome – the case to hold outweighed the case […]
Has Japanese Yen Missed the Recovery Train?
Yen down more than 6% against US dollar this year already Traders less confident Japan […]
What Next for the RBNZ?
We continue to think the OCR will remain at 5.5% at the February Monetary Policy […]
Buckle Up for EU-China Trade Tensions
In this piece, we argue that there is a high probability that the EU will […]
Why Are Chinese Stocks Melting Down?
Chinese stock markets sink to lowest levels in five years Real estate crisis and other […]