Fed Minutes Suggest a More Gradual Pace of Rate Hikes Ahead
The minutes from the November 1-2, 2022 Federal Open Market Committee (FOMC) meeting showed that […]
Research US – Inflation Risks Are Not Over Yet
While markets have reacted very positively to the October CPI print, we continue to see […]
Is the Japanese Yen Setting Up for a Trend Reversal?
Interest rate differentials have crushed the Japanese yen. The currency is down 18% against the […]
Markets Looking for Higher Central Bank Terminal Rates
Major central banks around the world have been hiking rates at an unprecedented pace in […]
RBA’s SoMP Lowers Growth Outlook, But Inflation Forecasts are Troubling
The Reserve Bank has released its November Statement on Monetary Policy (SoMP). The highlight of […]
Bank of England Review: A One-off 75bp Hike
Bank of England Review: A One-off 75bp Hike In line with our expectation, the BoE […]
Bank of England Delivers Jumbo Hike, Hints at Smaller Moves Ahead
Summary The Bank of England (BoE) raised its policy rate aggressively at today monetary policy […]
Fed Review: Another Hawkish 75bp Hike – We Now Expect 50bp also in February
Fed Review: Another Hawkish 75bp Hike – We Now Expect 50bp also in February Fed […]
FOMC Signals a Slower Pace of Tightening Ahead, Although It Is Not Yet Done
Summary The FOMC raised its target range for the federal funds rate by 75 bps […]