RBNZ Monetary Policy Review: Play it again Sam!
As expected, the OCR remains at 5.5 %. The RBNZ displayed confidence and comfort with […]
Research US – Rising Real Rates Cast a Shadow Over Upbeat Macro Data
Research US – Rising Real Rates Cast a Shadow Over Upbeat Macro Data The persistent […]
RBA Board Pauses in July, to Take More Time to Assess the Outlook
The Board has paused but the reasons we have given to support our call for […]
We Confirm Our Call for 0.25% Increase in Cash Rate Next Week
The Reserve Bank Board meets next week on July 4. We confirm our view that […]
As Yen Collapses, How Likely is FX Intervention?
With the yen breaking down lately, Japanese authorities have stepped up their warnings about FX […]
Bank of England Revs Up Rate Hikes
In the wake of disappointing inflation news in recent months, the Bank of England (BoE) […]
Gold Trapped in a Narrow Range, What’s Next?
After almost touching a record high last month, gold prices have corrected lower, trampled under […]
China’s Sluggish—Short & Long-Term—Growth Outlook
Summary China’s post-COVID rebound has now fully matured as the latest batch of activity data […]
Growth Forecasts Lower – RBA to Hike in Both July and August
In March, when we last revised our economic forecasts, we expected growth of 1% in […]
Fed Review: Powell’s Hawkish Bluff
The Fed held rates unchanged at 5.00-5.25% as widely anticipated. However, the updated ‘dots’ surprised […]
FOMC Skips June, But Signals Hikes Not Done Yet
Summary As widely expected, the FOMC decided unanimously to refrain from raising rates at today’s […]
Is Inflation About to Fall Off a Cliff?
Inflation may have finally peaked around the world, but central banks remain on alert amid […]