Research US: Soft Landing Still in Sight
Economic growth is slowing mostly in line with our expectations, but we think recession risks […]
Soft-Landing, or No Soft-Landing, That Is the Question: Part III
Part III: A New Toolkit To Predict Soft-Landings, Stagflation and Recessions Summary In the third […]
Reserve Bank of New Zealand Pivots to Rate Cuts
Summary The Reserve Bank of New Zealand (RBNZ) kicked off its rate cut cycle at […]
Soft-Landing, or No Soft-Landing, That Is the Question: Part II
Part II: Quantifying Episodes of Soft-Landing, Stagflation and Recessions Summary In the second part of […]
RBNZ August 2024 MPS Review: Ready… Steady… Go!
The RBNZ cut the OCR to 5.25% at its August policy meeting by unanimous decision. […]
Research Japan: Hawkish BoJ Keen on More Hikes
The BoJ has taken up a much more aggressive strategy and we no longer expect […]
Is the US Data that Bad to Justify a Rate Cut?
The recent acute market reaction occurred due to increased recession fears Surprise indices point to […]
Soft-Landing, or No Soft-Landing, That is the Question: Part I
Part I: A New Toolkit to Predict Soft-Landings, Stagflation and Recessions Summary In this first […]
RBA on Hold, But Hawkish Amongst Market Whiplash
The RBA left rates on hold in August as we expected, but their rhetoric and […]
FOMC to Act Decisively, But With Confidence
We have added additional rate cuts at the November and January FOMC meetings to our […]
Bank of England Joins Central Bank Rate Cut Club
Summary The Bank of England (BoE) joined the growing group of G10 central banks that […]
Bank of England Review – Easing Commences But No Game-Changer for GBP
At today’s monetary policy meeting, the Bank of England decided to cut the Bank Rate […]