The big June gamble. Don’t ask me why, but this week’s European Central Bank meeting got me thinking about a meme from The ...
This marks the first action of what could be a long campaign to keep USD/JPY under 160 this year. Elsewhere, financial ...
The Czech National Bank will likely respond with no change in rates for as long as it can. Hawkish talk should ...
Thursday was a mad day, with many markets just doing their own thing. The war 'over there' seemed like a sideshow, of little ...
Japan's Finance Minister is threatening that FX intervention is imminent. But unless the US Treasury gets involved in joint ...
One month ago, Bank of England Governor Andrew Bailey told us markets were getting ahead of themselves on rate hike pricing.
The oil market has moved from over-optimism to the reality of the supply disruption we are seeing in the Persian Gulf. ICE ...
As stagflationary pressures in the eurozone increase, the ECB has decided to keep interest rates on hold. In its policy ...
We expect an out-of-consensus 25bp rate hike by Norges Bank on 7 May, due to broad-based inflation concerns amplified by the ...
We now expect a more volatile trade balance with a structurally lower surplus for goods ...
Tech drives growth amid signs of cooling elsewhere. Lots of US data today with 1Q GDP growth coming in at 2% annualised ...
As stagflationary pressures in the eurozone increase, the ECB has decided to keep interest rates on hold. In its policy ...
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