Most agree that rates need to be higher. When raising the policy rate to 1.00% last month, the BoJ retained its tightening ...
We don't think the FOMC will hike rates, but markets see a 30% probability that it does. The front end of the EUR and GBP ...
Energy - Persian Gulf tensions resurface. After a heavy sell-off in the oil market over the last three days, prices popped ...
That said, the GDP details look better than the headline suggests. There was a strong rebound in consumer demand with growth ...
India's rate decision is the highlight of the week, though the Reserve Bank of India is expected to keep rates unchanged. Key ...
If so, and if Warsh is minded to hike (maybe he is), better to do it now rather than 'risk' it being fully discounted at a ...
Markets have been focused on July's Politburo meeting as a potential window for a shift to more supportive policy in China, ...
Markets have a lot of new information to absorb from this week, and we can expect more rates volatility going forward. We see ...
Lower oil prices also weighed on the US dollar and Treasury yields, improving the outlook for non-yielding assets ahead of ...
Rising input costs and elevated uncertainty are weighing on the global economy, which is bad news for Czech exporters. This ...
The new import ban adds medium-term uncertainty to clean power supply chains. Existing approved inverters are unaffected, but ...
Oil prices came under pressure yesterday, with ICE Brent settling 1.9% lower on the day, taking it back below $90/bbl. This ...
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