RBA on Hold, Ruling Nothing In or Out
As was widely expected, the RBA Board left the cash rate on hold at its […]
In Wage Growth the BoJ Hopes
The spring wage decision will reflect cyclical factors rather than a structural shift leaving little […]
March Flashlight for the FOMC Blackout Period
Summary We do not expect the FOMC to change the federal funds rate or alter […]
February CPI: FOMC Still Searching for Confidence
Summary The February consumer price data came in a touch stronger than expected. The headline […]
Opposing Perspectives on China’s Path to Prosperity
China’s National People’s Congress for 2024 and the market response again highlighted how far apart […]
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 […]