RBNZ Preview: Maintaining Pace Towards the Neutral Zone
We expect the RBNZ will cut the OCR by a further 50bps to 4.25% at […]
Fed Continues To Dial Back Policy Restraint via 25 bps Rate Cut
Summary As widely expected, the FOMC cut rates by 25 bps at today’s policy meeting. […]
Bank of England Review – Gradual Easing Supports a Stronger GBP
At today’s monetary policy meeting the BoE cut the Bank Rate by 25bp to 4.75%, […]
October CPI Preview: Disinflation Is Getting Harder
Summary The October Consumer Price Index will likely show that progress in wringing out the […]
Global Takeaways of the U.S. Election
Summary In this report, we examine some thematic and global takeaways from the U.S. election. […]
Markets Brace For Higher Inflation and Interest Rates Under President Trump
Summary of Election Results & Financial Market Reaction As of 11 AM ET, Donald Trump […]
Could Markets Relive 2016 Post-Election Day Performance?
Euro/dollar could suffer if 2016 repeats itself US stocks could further benefit from Trump’s win […]
The 2024 U.S. Elections: Economic Implications
Summary Election Day is in the rearview mirror. Although the outcome of every race has […]
RBA Decision: Vigilance Sustained
The RBA Board left the cash rate unchanged at 4.35%, as expected. Disinflation on track […]
RBA November Meeting: Cash Rate Unchanged Until February
With the September quarter CPI data confirming that the disinflation remains on track and supply-side […]
US Elections Update: The Race to White House Tightens
Trump closes in on Harris’s lead in the polls Neck and neck race spurs market […]
ECB Review: A Rate Cut – and Awaiting More Data
Today, the ECB cut rates for the third time this year, bringing the deposit rate […]