ECB policymaker Nagel says more appropriate to respond in June if outlook does not improve
Should not forget that baseline scenario already entails a more restrictive monetary policyIt would be more appropria ...
May meeting, RBA set for third straight hike as Hormuz closure drives inflation surge
Reuters poll: RBA to hike 25bps to 4.35% on May 5, say 30 of 33 economists. Over a third now see rates at 4.60%+ by y ...
Japan head intervention official won’t comment on FX or oil futures intervention
Japan top currency diplomat Mimura:No comment on FX interventionWon’t comment on crude oil futuresIn close contact wi ...
Tokyo CPI misses forecast sharply, giving BoJ room to hold despite June hike signals
This is a yen-negative, JGB-positive print in the near term. The magnitude of the miss on core-core, coming in at 1.9 ...
Japan: Tokyo area April CPI headline 1.5% y/y (expected 1.7%, prior 1.4%)
more to come Tokyo CPI, April 2026:Headline is 1.5% y/yexpected 1.6%, prior 1.4%Core CPI (ex Food) 1.5% y/y, slowest ...
ECB June hike near-certain as Middle East energy shock forces policymakers’ hand
Analysts see ECB hiking in June as Middle East energy shock closes the window for looking through inflation. Two hike ...
Deutsche Bank sees ECB leaving door open to hike in June as inflation expectations surge
ECB holds rates as expected; June hike fully priced by markets. Deutsche Bank flags upside inflation risk and downsid ...
Morgan Stanley delays Fed cut call to 2027 (more info). Middle East risk drives dollar
Morgan Stanley pushes Fed cut forecast to Jan/March 2027, citing sticky inflation and hawkish FOMC drift. Euro seen d ...
ECB’s Lagarde: Most measures of longer term inflation stand around 2%
Wage tracker indicates easing labor costsSurveys indicate a rise in other costsIndicators of underlying inflation hav ...
ECB rate decision: No change, as expected
Main refi rate unchanged at 2.15%, deposit rate unchanged at 2.00%Rates held steady as policymakers flag rising energ ...
BOE governor Bailey Q&A: Not cutting rates afforded space to deal with inflation pressures
There is a good deal of space available to accommodate inflation pressures by not cutting interest rates as had been ...
BOE governor Bailey says monetary policy cannot stop energy price shock on inflation
The longer the Middle East conflict continues, the worse the impact will becomeWhere we go from here will depend on t ...