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 ...
BOE leaves bank rate unchanged at 3.75% in April meeting, as expected
Prior 3.75%Bank rate vote 0-8-1 vs 0-8-1 expected (Pill voted to raise bank rate by 25 bps)Statement details to follo ...
BoE preview: will the central bank make another step towards a rate hike?
The Bank of England is expected to keep the Bank Rate unchanged at 3.75% today with one or two hawkish dissenters. At ...
The ECB is stuck between a rock and a hard place
I don’t envy being in the ECB’s position right now. The central bank already had to pause on rate cuts du ...
ECB preview: a hawkish hold is expected but there’s risk of a disappointment
The European Central Bank is expected to maintain its policy rate at 2.00% today and keep the non-committal forward g ...