Many analysts remain bearish on fixed income markets even though it is clear that the conflict in Iran will prove a notable setback for global growth.
Unsurprisingly, the surge in energy prices last week has led to a sharp reassessment of the G10 monetary policy outlook. Inflation will undoubtedly rise, if only...
Most G10 central banks have been cutting policy rates, but long-term yields have risen. This is highly unusual. While factors such as Trump’s tariff tantrum in the...
Policy rates have been coming down across the G10 for some time now, with the exception of the Bank of Japan. More rate cuts seem likely for many but, for others, the...
A number of G10 central banks have become more cautious about policy easing. Here we’d include the Federal Reserve, Bank of England and Reserve Bank of Australia. But...
While most G10 central banks remain in easing mode, it is clear that the path to lower rates is becoming a little trickier.
Market pricing suggests that the Bank of England (BoE) will pause its rate cuts next week with the next 25-bps base rate cut not until February. Most see no rate change...
Most G10 central banks remain on course to cut rates further as they grapple to find the hard-to-estimate neutral rate.
Many analysts expect the Bank of England (BoE) to cut the base rate by 25 bps today. They would like to see more. But more should come in time as they see the Bank...
The pound remains under modest pressure on a trade-weighted basis after marking out a recent high back in late May. The Standard Bank lowered its expectations for...
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.
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