Australia & New Zealand Rapid Response Reserve Bank of Australia Meeting (Mar 23) 7th March 2023 · 2 mins read
Bank of Japan Watch Yield Curve Control could be abandoned this month Yield Curve Control is on counted time and the key question is not if but when it will be abandoned. The Bank could wait until Kazuo Ueda becomes Governor in April. But given that this risks another... 3rd March 2023 · 8 mins read
Emerging Europe Rapid Response Hungary Interest Rate Announcement (Feb.) 28th February 2023 · 2 mins read
Emerging Europe Rapid Response Turkey Interest Rate Announcement (Feb.) 23rd February 2023 · 2 mins read
Asia Economics Update Korea: cuts coming sooner than consensus expects The Bank of Korea today left interest rates unchanged (3.5%), but appeared to leave open the door to further hikes later in the year. However, with the economy struggling badly and inflationary... 23rd February 2023 · 3 mins read
Australia & New Zealand Economics Update RBNZ will stop hiking at 5.25% Even though the Reserve Bank of New Zealand slowed the pace of tightening at today’s meeting, it still signalled a peak in the overnight cash rate of 5.50% by the middle of this year. Our more... 22nd February 2023 · 4 mins read
Asia Economics Focus Korea: recession and rate cuts The near-term economic outlook for Korea is very poor, with falling real incomes, problems in the housing market, and weak global demand all set to weigh on prospects this year. Our forecast is that... 21st February 2023 · 10 mins read
Nordic & Swiss Economics Update Riksbank minutes confirm hawkish shift, focus on SEK The minutes of the Riksbank’s latest policy meeting show that the previously dovish Executive Board members have become less so, and that the new members are on the hawkish side. That reinforces our... 20th February 2023 · 3 mins read
Asia Economics Update Bank Indonesia: No more rate hikes this year Bank Indonesia (BI) kept its main policy rate unchanged today (at 5.75%), and signalled that further rate increases this year were unlikely. This supports our view that the tightening cycle has now... 16th February 2023 · 2 mins read
RBNZ Watch RBNZ will press ahead with another 75bp hike The incoming data have been a touch softer than the RBNZ had anticipated. While we still expect the Bank to press ahead with the 75bp hike it signalled in November at the upcoming meeting on 22 nd... 15th February 2023 · 7 mins read
Australia & New Zealand Economics Update RBA signals more tightening to come The RBA raised interest rates by another 25bp and signalled that further tightening will be needed. We’re sticking to our forecast that the Bank will lift the cash rate to an above-consensus 3.85% by... 7th February 2023 · 3 mins read
US Economics Update Fed still looking for a “couple” more hikes As expected following a blitz of speeches by officials ahead of the blackout window, the Fed raised its policy rate by a smaller 25bp, to between 4.50% and 4.75%, but tempered any hopes of a major... 1st February 2023 · 3 mins read
