21 May 2019
While recent eurozone consumer price data signalled a rise in inflation, this has generally been attributed to erratic calendar (seasonal) […]
23 April 2019
The tone of the March ECB meeting was more dovish than anticipated, with three key pieces of new information grabbing […]
08 April 2019
Dovish policy actions by G3 central banks during the first quarter of 2019 are an acknowledgement that financial conditions do […]
05 April 2019
Investors rediscovered their risk appetite after a weaker economic backdrop led major central banks to take their foot off the […]
03 April 2019
Markets and economies should welcome looser central bank policies, but other drivers will need to join in for emerging market […]
07 March 2019
Global markets extended their gains in February, with the pause in monetary policy tightening that the Federal Reserve had hinted […]
20 December 2018
On the surface, the outcome of the 18-19 December Federal Open Market Committee (FOMC) meeting and Fed Chairman Powell’s press […]
31 October 2018
The primary themes impacting the yields of US Treasuries and the pricing of future levels of inflation (via breakeven inflation […]
28 October 2018
It’s not the job of market participants to tell elected officials what to say or not to say, but it […]
12 October 2018
Key takeaways: US interest rates have moved notably higher on the back of strong data and Federal Reserve communications that […]
27 September 2018
Economic data releases during the summer of 2018 did little to upset the apple cart: they continued to point to […]
26 September 2018
As expected, the US Federal Reserve (the Fed) raised the target for its federal funds rate by 25bp to 2%-2.25% […]
05 September 2018
It would be an understatement to say that the Trump administration has presented challenges for the Federal Reserve. With the […]
29 August 2018
The latest FOMC meeting of US monetary policymakers saw a further increase in the fed funds rate, while the guidance […]
28 August 2018
When the Bank of Japan (BoJ) surprised markets by tweaking the yield curve control (YCC) framework at its meeting on […]
26 July 2018
Trade conflicts are currently raising the risk of another round of currency wars. Market suspicion about the People’s Bank of […]
At the June Federal Open Market Committee meeting, policymakers raised the target range for the federal funds rate by 25 […]
20 June 2018
Mario Draghi pulled off another conjuring trick at the press conference following the monetary policy meeting of the ECB’s governing […]
