Japan Economics Update Yield Curve Control here to stay for now The Bank of Japan predicted that inflation will fall well below its 2% target in FY2025 when it kept policy settings unchanged today. And while it pledged to conduct a review into its policy measures... 28th April 2023 · 3 mins read
Emerging Europe Rapid Response Turkey Interest Rate Announcement (Apr.) 27th April 2023 · 2 mins read
ECB Watch Deposit rate still on track for 4% peak While it is not a done deal, we think the ECB is most likely to raise its deposit rate by 50bp next week. Economic activity has been more resilient and core inflation higher than the ECB anticipated... 27th April 2023 · 8 mins read
US Fed Watch Rates close to peak The Fed looks set to deliver a final 25bp rate hike at the FOMC meeting next week, taking the fed funds target range to a peak of 5.00%-5.25%. Although the accompanying statement may leave open the... 26th April 2023 · 8 mins read
RBA Watch RBA to deliver final 25bp rate hike next week While inflation is moderating a touch faster than the RBA had anticipated, the continued acceleration in services inflation will probably prompt the RBA to deliver a final 25bp rate hike next week... 26th April 2023 · 8 mins read
Emerging Europe Rapid Response Hungary Interest Rate Announcement (Apr.) 25th April 2023 · 2 mins read
Event Europe Drop-In: The euro-zone inflation outlook and the ECB May meeting 1683036000 What do recent data signal about recession risk in the euro-zone? How high will the ECB take the policy rate to rein in inflation pressure?
Bank of Japan Watch Ueda will ditch Yield Curve Control at his first meeting Governor Kazuo Ueda faces a difficult choice as inflation has risen faster than the Bank had anticipated but economic activity is much weaker than the Bank had thought. While the risks are tilted... 21st April 2023 · 10 mins read
Nordic & Swiss Central Bank Watch Riksbank beating the ECB to 3.5% The Riksbank will raise its key policy rate by another 50bp next week, bringing it to 3.5%, and we think a final 50bp increase is most likely in June. Policymakers sounded pretty hawkish at the... 19th April 2023 · 3 mins read
Asia Economics Update MAS keeps policy settings on hold as economy contracts The Monetary Authority of Singapore (MAS) kept policy on hold today and with the economy set to struggle and inflation likely to fall sharply over the coming quarters we expect today’s decision to... 14th April 2023 · 3 mins read
Canada Economics Update Bank of Canada delivers mixed messages The Bank of Canada delivered a mixed message today, noting that it is more confident inflation will decline in the next few months, but less confident that inflation will fall all the way to 2.0% as... 12th April 2023 · 3 mins read
