Bank of England Review – We Stay Negative on GBP with BoE Nearing Peak
In line with our expectation, the BoE today hiked the policy rate by 25bp, bringing […]
RBNZ to Hold in August; But a Hike Still Likely Before Year End
We continue to see the RBNZ raising the cash rate to 5.75%, but in November […]
RBA Board Pauses in August – Rates Now Likely on Hold for Extended Period
The Board now believes that the recent data is consistent with achieving the inflation target. […]
Bank of Japan Delivers Another Hawkish Policy Tweak
Summary The Bank of Japan (BoJ) sprung a surprise at today’s monetary policy announcement, delivering […]
ECB Review: A Decisive Maybe
Today, ECB decided to hike its three policy rates by 25bp. The deposit rate is […]
European Central Bank: Dovish and Data Dependent
Summary The European Central Bank (ECB) raised its Deposit Rate 25 bps to 3.75% at […]
Fed Review: Balancing Act With Focus on Data
The Fed hiked rates by 25bp to 5.25 – 5.50% as widely anticipated. We make […]
FOMC Goes for a Summer Hike
Summary The FOMC raised its target range for the fed funds rate by 25 bps […]
Has the Bank of Canada Reached its Interest Rate Summit?
Summary The Bank of Canada (BoC) raised its policy rate 25 bps to 5.00% at […]
July Flashlight for the FOMC Blackout Period
Summary The FOMC kept the fed funds rate unchanged in June, but the post-meeting statement […]
US Inflation: Great Progress, But Risks Remain
Headline inflation is now a fraction of its peak level; however, by itself, shelter’s contribution […]
June CPI: More Convincing Progress Underway
Summary Today’s report on the Consumer Price Index for June brought good news. Headline consumer […]