Weekly Focus – Stronger Dollar and Higher Yields After Trump Victory
Donald Trump won the US election to become the next president, and it seems that […]
Fed Powell Said Too Soon to Say How Trump Administration’s Policies Would Reshape Outlook
Markets The barrage of central bank meetings in Sweden, Norway, the Czech Republic and the […]
Fed Has No Choice But to Dance to Trump’s Tune
The Federal Reserve (Fed) delivered the second rate cut of the year yesterday. Chair Jerome […]
China to Unveil Fiscal Stimulus Package
In focus today Today, we should finally get actual numbers on China’s fiscal stimulus as […]
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%, […]
Dollar Reverses Post-Election Gains as Markets Seek Clarity on Fed’s Rate Path
Dollar continued to weaken in early US session, erasing the strong gains it enjoyed following […]
BoE cuts 25bps, emphasizes gradual easing amid upgraded inflation projections
BoE reduced the Bank Rate by 25bps to 4.75%, in line with expectations. The Monetary […]
After Outsized Politically-Driven Repositioning, Markets Return to Normal Dynamics
Markets The Republican hattrick trigged the most pure version of the America First trade. US […]
Chapter Two
The 2024 US election delivered a decisive victory for Donald Trump, with Republicans positioned to […]
BoE rate cut expected as Reeves’ budget clouds future policy path
BoE is widely anticipated to reduce its benchmark interest rate by 25bps to 4.75% today. […]
The 2024 U.S. Elections: Economic Implications
Summary Election Day is in the rearview mirror. Although the outcome of every race has […]
BoE’s Pill emphasizes focus on long-term inflation amid temporary budget impact
In a briefing today, BoE Chief Economist Huw Pill emphasized that while the recent budget […]