The combination of firmer inflation expectations and a sentiment beat across nearly every Tankan category strengthens the case for the BoJ to keep normalising p...

A lower projected OCR peak and a softer tightening path than Westpac had pencilled in only a few months ago is a moderately dovish revision for rates markets, e...

Bailey's comments reinforce a patient BoE reaction function, leaning against any near-term case for a rate move despite inflation set to climb to 3.2% later thi...

A temporary push toward 4% inflation alongside a likely second-quarter contraction complicates the Reserve Bank of New Zealand's path back to neutral, and keeps...

The ECB sounds like it's working on new rules that would increase bank buffers. The headline means the ECB is reportedly considering requiring euro-area banks t...

It's important that energy prices are not much higher than pre-warThe market is pricing in 26 bps in rate hikes by next February so they're certainly not being ...

Inflation is still too highWe may need to consider rate hikesCore inflation is elevated, it's not just an energy storyWill go into meeting with an open mind, wo...

We know inflation is to be above target for some quartersWe might need another hikeThat doesn't necessarily mean a move in JulyWe're going to have some second-r...

Weak yen gives boost to exports but also pushes up import prices, leading to lower household incomeFX moves should be determined in a manner that is reflective ...

Inflation will stay significantly above targetToo early to make a call on rate hikesThe situation in the Middle East is still very opaqueRetreat on energy price...

Energy price retreat will have an impact on inflationEurope's structural growth numbers are still pretty lowAI is inflationary in the short termECB's Sleijpen s...

The oil market has moved quite a bit since the last decisionLet's see how lower oil percolates across the economyThere has been some improvement in confidence b...