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 […]
Australia & New Zealand: What’s Up For The Down Under Economies?
Summary The Reserve Bank of Australia (RBA) held its policy rate steady at 4.35% this […]
What Now for US Dollar After Rate Cut Delay?
US dollar re-energized as strong data, hawkish Fed dent early rate cut bets American economy […]
Bank of England Review – Removing the Tightening Bias
At today’s monetary policy meeting the BoE left the Bank Rate unchanged at 5.25% as […]
The Final Piece Fits a Puzzle on Hold
The data flow since November has pointed in this direction, and today’s CPI release seals […]
ECB Review: Didn’t Rock the Boat, But Sailing Towards a Rate Cut
ECB Review: Didn’t Rock the Boat, But Sailing Towards a Rate Cut As widely expected, […]
Can Rate Cuts and Geopolitics Propel Gold to Fresh Record Highs?
Gold’s uptrend hits a snag; 2024 characterized by consolidation phase But ingredients for a rally […]