2025 International Economic Outlook
A New Horizon: The Economic Outlook in a New Leadership and Policy Era Key Themes […]
Euro Might Finally Outperform the Pound in 2025
Trump’s agenda and Fed to set the tone for 2025 Eurozone politics, a dovish ECB […]
Year Ahead – What Does 2025 Hold for US Dollar and Japanese Yen?
US dollar set for bullish start to new year as Fed rate cut bets pared […]
Review of RBNZ: Another 50bp in February More Likely Than Not
The RBNZ cut the OCR by 50bps to 4.25% at its final policy meeting for […]
RBA Cash Rate: Later But Faster Cuts Now More Likely
We have revised our view of the most likely scenario for the path of the […]
Is Trump’s Election the End of Gold’s Bull Run?
Trump’s election invites gold bears into the game Bets of slower rate cuts by the […]
RBNZ Preview: Maintaining Pace Towards the Neutral Zone
We expect the RBNZ will cut the OCR by a further 50bps to 4.25% at […]
Fed Continues To Dial Back Policy Restraint via 25 bps Rate Cut
Summary As widely expected, the FOMC cut rates by 25 bps at today’s policy meeting. […]
Bank of England Review – Gradual Easing Supports a Stronger GBP
At today’s monetary policy meeting the BoE cut the Bank Rate by 25bp to 4.75%, […]
October CPI Preview: Disinflation Is Getting Harder
Summary The October Consumer Price Index will likely show that progress in wringing out the […]
Global Takeaways of the U.S. Election
Summary In this report, we examine some thematic and global takeaways from the U.S. election. […]
Markets Brace For Higher Inflation and Interest Rates Under President Trump
Summary of Election Results & Financial Market Reaction As of 11 AM ET, Donald Trump […]