With growth holding up and inflation on a higher trajectory, the Bank of Korea is poised to begin a new tightening cycle on ...
Governor Glapiński did not even rule out putting forward a motion to cut rates by 25bp after the summer, but the rest of the ...
Oil supply recovery clashes with weak Chinese buying. The oil market came under significant pressure following the Memorandum ...
No, it was not an insurance rate hike, but a rate hike based on thorough analysis. This is the main message provided by ECB ...
Will China’s economy continue to diverge in 2H? The divergence of China’s economy continues to widen. This trend is ...
Our three calls for the second half of the year centre on the maintenance of high long-tenor real rates, a curve-steepening ...
Inflationary pressures continue to build, limiting scope for policy pivot. We are broadly maintaining our rates and FX views ...
Inflation outlook stabilises, but remains uneven. Inflation expectations have improved compared with previous months, ...
Both exports and imports continued to grow at an outlandish pace, but in June, imports beat forecasts while exports slowed, ...
Lower oil prices are good for Burnham and the Bank of England. Britain is on the verge of its seventh prime minister in 10 ...
Solid growth alongside contained inflation remains a realistic scenario. Still, the expected calming in the housing market is ...
Lower motor fuel prices are bringing relief for consumers and suggest that inflation may have peaked. Slowing housing rents, ...
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