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think
4 天
Central Bank of Turkey initiates rate cuts with 250bp and narrows the corridor
At the December Monetary Policy Committee meeting, the CBT cut its policy rate by 250bp to 47.5%, which was more than the ...
think
7 天
Confidence dive hits Czech industry
The Czech consumer confidence indicator shed 1.2 points to 100.4 in December, remaining just above its long-term average. The ...
think
12 天
Fed confirms a slower and shallower rate cut story for 2025
We got another 25bp policy rate cut from the Fed, but updated projections and Chair Powell’s press conference confirms that ...
think
11 天
Polish data signals a softer fourth quarter but a brighter outlook for 2025
Prospects for infrastructure investments look bright on the back of the accelerated absorption of EU funds, which supports ...
think
10 天
Polish consumers show renewed enthusiasm in November
November retail sales exceeded expectations as purchases continued to improve after a surprisingly weak September. Data ...
think
13 天
German Ifo index signals rough times ahead
A weak Ifo index shows that German businesses have become more worried about the country’s growth outlook The only good thing ...
think
13 天
Hot UK wage data will embolden Bank of England hawks
The latest UK jobs report provides yet more justification, if any were needed, for the Bank of England to keep rates on hold ...
think
12 天
Rates Spark: Long-end rates look too low post the FOMC
Noteworthy here is the upside shift in the market expectation for the effective fund rate for end-2025. It’s essentially flat ...
think
11 天
FX Daily: Dollar sprints to the finish line
The bear flattening in the US curve pushed the dollar to new highs. DXY is trading at 108.0 and as we discussed in our FOMC ...
think
14 天
Bank of England rates to stay on hold but cuts to accelerate in 2025
Central bankers across Europe have concluded that rates need to get much lower from current levels as growth concerns build.
think
12 天
Sticky UK services inflation to come lower in 2025
If we’re right about that, it should also help overall core inflation to fall materially below 3% in the spring (from 3.5% ...
think
11 天
France: Political uncertainty increasingly weighs on business climate and outlook
France: Political uncertainty increasingly weighs on business climate and outlook The French economic outlook continues to ...
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