Sweden’s Riksbank is universally expected to cut its policy rate by 25bps on Wednesday. Consensus is unanimous, and while ...

The BoE took it easy today, announcing an unchanged Bank Rate at 5.00%, while sticking to a limited to non-existent forward guidance approach, and repeating a £100bn/annum balance sheet reduction plan ...

Expect core PCE to follow core CPI higher on September 27th (chart 2). The culprit was a mild acceleration of core services ...

The ECB failed to surprise on policy decision day as it delivered a well-telegraphed 25bps rate cut, while Lagarde poured cold water on small October cut bets that slightly weighed on European debt ...

Global yields are drifting slightly higher through overnight markets that were clear of major developments. The couple of data releases that we got—UK CPI in line and weak Japanese exports and imports ...

A key week awaits in Latam and the G10 with top-tier data on tap and a few more central bank decisions to possibly prolong the market whiplash of recent days. Mexican CPI and economic activity data ...

On Thursday, September 19 th, DANE published import data for July 2024. Imports reached USD 5.58 billion CIF, one of the highest levels over the last year (chart 1). Compared to July 2023, imports ...

Strong momentum in rates markets continued through Asia trading and early Europe with the US front end rallying 3/4bps to mark a roughly 15bps decline in 2s yields from their Tuesday intraday high.

CDN CPI m/m % NSA // y/y %, August: Actual: -0.2 / 2.0 Scotia: 0.0 / 2.1 Consensus: 0.0 / 2.1 Prior: 0.4 / 2.5 Upsizing on the back of this data would be a policy misstep in my view. That’s because ...

The Federal Reserve delivered an emergency rate cut of 50bps to a new upper limit of the fed funds target range of 5% in a non-emergency setting unlike the last two times they went big to start (chart ...

A packed week that is sure to trigger substantial global market volatility lies ahead. A major wave of global central bank decisions will be led by the Federal Reserve, the Bank of Japan, the PBOC, ...

On Monday, September 16 th, the National Institute of Statistics (DANE) published the manufacturing production and retail sales data for July 2024. Manufacturing production increased 2.0% compared to ...