Canada Economics Weekly House price rebound would make Bank’s job harder The local real estate board data suggest that new listings fell again in March, defying expectations that high interest rates could lead to forced home sales. With supply falling by more than demand... 6th April 2023 · 4 mins read
UK Economics Weekly Rate hikes may come sooner rather than later We think the Bank of England may opt to raise interest rates further from 4.25% sooner rather than later. Our central forecast is for interest rates to rise from 4.25% now to a peak of 4.50% and for... 6th April 2023 · 9 mins read
Latin America Economics Weekly Argentina-IMF trouble ahead, Andean central banks A read between the lines of the IMF’s Fourth Review of Argentina’s $44bn Extended Fund Facility suggests that the deal could be starting to fray at the seams. Meanwhile, the latest messaging from... 6th April 2023 · 8 mins read
India Economics Weekly New FTP will fall short of lofty ambitions The government's new Foreign Trade Policy is underpinned by ambitions to boost exports to US$2trn by FY29/30 and increase the use of the rupee settlement mechanism, both of which are tough tasks... 6th April 2023 · 6 mins read
Asia Economics Weekly MAS decision on a knife edge, Thai inflation falling The Monetary Authority of Singapore is likely to leave its policy settings on hold at its scheduled meeting next week, with concerns about the growth outlook set to outweigh lingering worries on... 6th April 2023 · 6 mins read
Australia & New Zealand Economics Weekly RBA muddies the waters with pause The RBA's decision to leave rates on hold earlier this week doesn't signal the end of its hiking cycle, contrary to what markets expect. Given ongoing concerns about the stickiness of inflation, we... 6th April 2023 · 5 mins read
India Economics Update RBI unlikely to tighten policy any further The RBI’s decision to keep the repo rate on hold at 6.50% today belied the central bank’s recent hawkish communications. The door remains ajar for hikes in the future but with headline inflation set... 6th April 2023 · 3 mins read
Bank of Canada Watch Still pausing for thought The recent banking turmoil in the US means the Bank of Canada may sound more dovish next week, but the economy’s strong start to the year suggests it is too soon for the Bank to take further interest... 5th April 2023 · 7 mins read
Global Central Bank Watch Gauging the economic effects of banking turmoil Central banks are now in a more difficult position, weighing persistently high inflation on the one hand against strains in the banking sector on the other. For now, they are separating the two by... 5th April 2023 · 15 mins read
Latin America Economics Update Chile’s central bank: still focused on inflation risks The Monetary Policy Report released by Chile’s central bank today revealed that policymakers are more concerned about inflation risks than we’d thought. We still think that Chile’s central bank will... 5th April 2023 · 3 mins read
Event US Drop-In: March CPI and the Fed’s next steps 1681308000 Will underlying inflation prove to be stickier than we thought?
Capital Daily More hikes may not be enough to keep long-dated yields high Despite some central banks pressing on with hikes, we think long-dated yields will end this year at, or below, current levels. 5th April 2023 · 6 mins read
UK Economics Chart Pack Resilient, but recession still likely Recent data suggest the economy’s resilient end to 2022 was sustained at the start of this year. But while the worst of the falls in real household incomes are in the past, we still think around two... 5th April 2023 · 10 mins read
