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 […]
What’s Behind the US Economy’s Resilience?
US economy is still sizzling, outperforming other regions Several factors behind this strength, such as […]
Is There a Possibility of No Fed Rate Cuts This Year?
A summer rate cut by the Fed hangs in the balance amid persistent inflation Rate […]
RBNZ April 2024 Monetary Policy Review: Staying the Course
Staying the course The RBNZ left the OCR at 5.5% as expected. The record of […]
A Trading Playbook on Japanese FX Intervention
Yen falls 7% this year to hit lowest levels in three decades Japanese authorities threaten […]
Goldilocks at Chifley Square
The current level of the cash rate is assessed as being just right for the […]
Wedge Issue: What’s Driving the Gap Between CPI and PCE Inflation?
Summary Progress in reining in inflation is further along by some measures relative to others. […]
Bank of England Review – Gearing Up for a June Cut
At today’s monetary policy meeting the BoE left the Bank Rate unchanged at 5.25% as […]
March FOMC Meeting: Still Building Confidence
Summary As was widely expected, the FOMC left the fed funds target range unchanged at […]
Fed Review: Not as High, But for Even Longer?
The Fed made no changes to its monetary policy in the March meeting, as widely […]
A New World Imagined by BoJ, But Not Yet Realised
Strong wage outcomes saw the Bank of Japan end its negative interest rate policy but […]