Although the scale of humanitarian losses cannot be properly counted, we think available data suggests the economic impact of ...
Although the scale of humanitarian losses cannot be properly counted, we think available data suggests the economic impact of ...
Should the Fed have just cut to the chase and slashed rates by 200 basis points this week? Don’t worry, James Smith hasn’t ...
Reducing policy rates has become fashionable, and the CNB will likely not want to fall behind with another soft cut ...
The National Bank of Hungary will publish its latest set of macroeconomic projections for the main measures (GDP and ...
The Bank of Japan unanimously decided to keep its policy rate unchanged at 0.25%. Amid growing confidence in achieving its ...
The dollar remains close to the lows of the year. Equity markets are reacting in a way that expects the Federal Reserve to ...
Days with bear steepening of the Bund curve could become more common. With the Fed and now also the Bank of England behind us ...
The Bank of England may have got a head-start on the Federal Reserve, but the tone from UK policymakers is much more cautious ...
Wages in the corporate sector again grew in double digits in August (11.1% year-on-year), but the pace continues to moderate, ...
Bund yields have been dragged down too low. Structural drivers suggest a return to 2.8% for the 10Y yield; the time for fixed ...
The EUR:USD 2-year swap spread has continued to shrink, now at -0.85bp. By comparison, that was -160bp in April, and -100bp a ...