ECB Review: 50bp Hike, But No Guidance for May
As expected, the ECB hiked its three key policy rates by 50bp today and gave […]
European Central Bank Delivers, Again
Summary In a widely anticipated monetary policy announcement, the European Central Bank (ECB) raised its […]
Eurozone Banking Sector Solid, But Softening
Summary European banks are in focus today with banking sector stocks under some pressure. In […]
Banking Crisis Adds Fuel to Gold’s Engines
The collapse of the Silicon Valley Bank (SVB) on Friday brought chaos in the markets, […]
What Do Higher US Interest Rates Mean for the Risk-Linked Currencies?
With expectations about the Fed’s future course of action changing radically lately, the commodity-linked or […]
Cliff Notes: A Diverging Economic and Policy Outlook
Key insights from the week that was. With the domestic and international data calendar light, […]
Euro Rebound Falters Despite Easing Recession Fears; Can it be Salvaged?
Things are looking up in the euro area with business activity ticking higher in the […]
United Kingdom Economy Still Likely to Underwhelm in 2023
Summary While there have been some mildly encouraging developments in the recent U.K. data flow, […]
We Have Lifted Both RBA Cash Rate Forecast and FOMC Forecast
We have lifted our forecast terminal RBA cash rate from 3.85% to 4.1%. We have […]
What Does the Current Yield Curve Inversion Tell Us About Future Asset Performance?
Economists and market participants enjoy identifying indicators that, according to their analysis, reveal the future […]
What Does the New BoJ Governor Mean for Yen?
On February 14, the Japanese government officially nominated Kazuo Ueda for taking the helm at […]