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 […]
Gold Decouples from Interest Rates, What’s Next?
Gold prices have remained stable lately, even as interest rates shot higher Central bank purchases […]
Bank of England Review: End to the Hiking cycle, But Not GBP Headwinds
The BoE today decided to keep the policy rate unchanged at 5.25% with forward guidance […]
Bank of England Pauses Monetary Tightening
Summary In what was a finely balanced decision, Bank of England (BoE) policymakers held their […]
Fed Review: Upbeat on Growth
The Fed maintained Fed Funds Rate target unchanged at 5.25-5.50% as widely anticipated, but surprised […]
Message from FOMC Meeting: Higher for Longer
Summary As widely expected, the FOMC kept its target range for the federal funds rate […]
RBA Board Minutes Show It Considered A Rate Hike in September
The Board considered both options but the case for on hold was clearly stronger. The […]