ECB Review: Not Rocking the Boat
As expected, ECB kept policy rates unchanged at today’s meeting and guided that they are […]
We Have Seen Enough for RBA’s Next Move to be an Increase
Last week we noted that the RBA would leave rates unchanged so long as they […]
Canada: Sluggish Growth, Slowing Inflation, Softer Currency
Summary Incoming data continues to point to increasing challenges and slower growth for the Canadian […]
Slowing Economic Momentum Enough for Bank of Canada to Hold Policy Rate at 5%
The Bank of Canada met expectations by maintaining the overnight rate at 5.0%, while stating […]
RBNZ: Hawks, Doves, and Kiwis
The RBNZ has had a tough balancing act to manage in recent months. Core inflation […]
November Flashlight for the FOMC Blackout Period
Summary We expect that the Federal Open Market Committee (FOMC) will leave the target range […]
Israel-Gaza Conflict Scenario Analysis
Summary Last week, we published our views on the medium-to-longer term implications of the Israel-Gaza […]
RBA Minutes: A Low Tolerance for Upside Surprises
Further rate increases not completely off the table, but only if the inflation outlook changes […]
Germany: What Drives Recent Divergence Between Employment and GDP?
The German labour market has remained remarkably strong despite weak economic activity overall. While GDP […]
Israel-Gaza Conflict Views & Potential Implications
Summary After years of geopolitical developments altering the direction of the global economy and financial […]
Down Under Central Bank Low Down
Summary At their respective monetary policy meetings this week, central banks in Australia and New […]
RBA Governor Bullock Left Rates Unchanged at Her First Meeting
Governor Bullock has made absolutely minimal changes in her first Statement despite evidence of higher […]