Europe’s Central Banks Deliver Another Rate Hike Dose
Summary The European Central Bank (ECB) delivered a 50 basis point increase in its Deposit […]
An End to the Tightening Cycle is on the FOMC’s Horizon
While rates are likely to remain at peak to end-2023 to guard against inflation risks, […]
FOMC Hikes Rates and Signals Yet More to Come
Summary As universally expected, the FOMC raised its target range for the federal funds rate […]
Will USDJPY Slide Lower in 2023?
Last year was tough for the Japanese yen. USDJPY gained more than 30% over 2022, […]
Voting Rotation, Hawkishness and the Next ECB Meeting in Sight
The ECB prepares to hold its first rate-setting meeting for 2023 on February 2. The […]
NZ CPI Review: Lower RBNZ OCR Peak Now Expected
NZ CPI Review: Lower RBNZ OCR Peak Now Expected We have revised down our forecast […]
Fed Preview: What It Takes for the Fed to Cut Rates
Fed Preview: What It Takes for the Fed to Cut Rates The Fed looks keen […]
January Flashlight for the FOMC Blackout Period
Summary Pieces have fallen into place since the FOMC’s last meeting on December 14 to […]
Inflation Dynamics Point to RBA’s Tightening Cycle Peaking after the FOMC
The central issue for the economies and markets will be the evolution of inflation over […]
An Improving Outlook for the Eurozone Economy and Currency
Summary Recent developments hint at some improvement in the outlook for what will still be […]
Fed Nears a Hiking Pause – History Points to Recession and Possible October 2023 Rate Cut
The Federal Reserve Bank has been on an aggressive tightening path since March 2022. A […]