The pound (GBP) has been on a good run since the debacle of the infamous mini-budget of September 2022 which saw the pound fall close to parity against the dollar. It...
Many analysts are expecting the ECB to cut the key policy rate another 25-bps this Thursday. How will this action impact the euro?
After 0,25% rate cuts yesterday, the Bank of England (BoE) could continue to carry out its easing policy?
Should central banks set policy in a different way if they are more uncertain about the economic outlook?
With labour markets quite tight in G10 countries central bankers are being forced to consider the supply potential of the economy just as much as the demand for goods...
A degree of divergence seems likely to creep into G10 monetary policy as the Fed pauses while those that have been easing carry on, and those that have not started to...
The BoE’s uncertainty about issues such as tariffs and the budget should be resolved by the persistence of low inflation.
While the Fed may decide whether to accommodate Trump-led fiscal largesse, the BoE will have to determine whether to accommodate tighter fiscal policy in the UK by...
Many people spoke about a connect between the Fed and the market should former president Trump win the November 5th election.
In the past couple of days, we’ve heard Bank of Japan and Bank of England governors suggest that policy rates will likely head for “neutral” as policy is adjusted. The...
The US dollar will presumably be sensitive to the size of the Fed rate cut this week but many analyst said investors should not overplay the role of US monetary policy...
While attention is undoubtedly on the prospect for the first rate cut from the Fed later this month, the ECB could deliver its second rate cut in the cycle on Thursday.
As central banks rev up their monetary policy easing cycles, thoughts will undoubtedly turn to the extent of rate cuts that we are likely to see over the cycle.
The FX market focuses heavily on monetary policy and interest rate differentials.
A left-leaning but stable government, or a right-of-centre government that is inherently unstable? We could be about to find out in the UK as the electorate is likely to...
Our understanding of this week’s Fed policy statement and press conference from Chair Powell is that the bank is still minded to ease.
Few would deny that forecasting inflation has been hard over the past few years.
There is an enormous focus on when central banks, particularly the Fed, will start to reduce rates and the number of likely cuts in 2024.
We often hear that movements in market interest rates, and other financial prices are “doing the central bank’s work”.
Financial markets continue to look for the Federal Reserve and the ECB to begin monetary policy easing cycles in June, while expectations for the Bank of...
Currency investors probably won’t have the patience to buy sterling now in anticipation of what may turn out to be false hopes, but it is still an issue to look out for....
The focus will be on UK monetary policy after the Fed stole the attention of the market.
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