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 […]
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) […]