Fed Review: Going for the Soft Landing
The Federal Reserve cut rates by 50bp in the September meeting, against our call for […]
FOMC Starts Easing Cycle With a Bang
Summary The FOMC surprised some market participants today by reducing the target range for the […]
How Will US Elections Impact the Markets?
Harris takes the lead in most polls as Trump’s campaign stalls But what does a […]
Soft-Landing, or No Soft-Landing, That Is the Question: Part IV
Part IV: A New Framework to Predict Probability of Monetary Policy Pivots Summary The fourth […]
European Central Bank Continues Carefully Along Its Rate Cut Path
Summary The European Central Bank (ECB) delivered a widely expected 25 bps cut to its […]
Can Gold Prices Surge to New All-Time Highs by Year End?
Gold increases 21% so far this year US data and geopolitical tensions are driving gold Bigger picture remains […]
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 […]