Which central banks will head for neutral?
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...
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.
If you look at market pricing of rate policy this year, you will see that it projects that the ECB will start to reduce rates a little later than the Fed and cut rates...
There has been some talk recently that political parties vying to win this year’s UK election could propose the sort of fiscal largesse that rekindles memories of the...
Perhaps understandably, there’s been what might be called ‘rate-cut-creep’ in the markets as it seems that both analysts and market pricing have inched forward the...
Trust in the Fed Chair is the lowest it has ever been according to Gallup and if you think that this is only a problem in the US, just look at the UK where politicians...
It seems that developed-country central banks have finished their tightening cycle, with the exception of the BoJ which has yet to start. But those banks meeting this...
Central banks have come in for a lot of criticism for missing the surge in inflation.
The big central banks in Europe – the ECB and Bank of England – will start to cut rates before the Fed. But that’s not what is being priced in by the market, according...
At the moment, it seems that the Fed is expected to start the easing cycle, at least in terms of rate cuts, before major European central banks such as the ECB and BoE.
Nearly 1,000 foreign enterprises from 28 countries and territories, including giants such as Boeing, Walmart, and Central Retail, have entered Vietnam to explore...