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Events
Global State of Play

Global State of Play

Start date:

Thursday, September 10, 2020 - 09:00 BST

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April back in play for first interest rate cut

The encouraging January CPI data mean that the Bank of Canada’s April policy meeting is back in play for a potential interest rate cut, although it still seems more likely that the Bank will wait...

23rd February 2024 · 5 mins read

Capital Daily

How China’s rate cuts could play out in its markets

We expect China’s bonds, currency and equities to rally over the rest of this year.

20th February 2024 · 4 mins read

Australia & New Zealand Economics Weekly

Rate cuts will be in play sooner than most expect

The RBA's revised Statement on the Conduct of Monetary Policy has been interpreted as hawkish by some commentators. However, our view is that the new statement doesn't meaningfully alter the RBA's...

8th December 2023 · 6 mins read

Global Economics Update

Macro catch-up: the global state of play

Developments in the past few weeks have moved the dial somewhat on the global story. In major DMs, there have been more signs of activity softening either in terms of output or employment, evidence of...

7th September 2023 · 5 mins read

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April back in play for first interest rate cut

How China’s rate cuts could play out in its markets

Rate cuts will be in play sooner than most expect

Macro catch-up: the global state of play

EM Drop-In: What currency sell-offs mean for emerging markets

Europe Drop-In: Why the ECB will cut rates by more than most expect

FX Drop-In: What a stronger-for-longer dollar means for JPY and CNY