A May headline print at or below 4.2% would be the second consecutive monthly deceleration and would extend the run of data supporting the case for the RBA to p...
I do worry that too much forward guidance becomes false precision, can become confusingThat's rich statement from a guy who said “We want to be very clear—Canad...
The ECB is always talking a big game about 'not guiding' but they always tee it up before the meeting, either via public comments or leaks. The market is pricin...
If we want a more balanced and resilient global system, we need to create more places for savings to go beyond just the USAEven as the US has pulled back from o...
Bank of England external policy member Alan Taylor is out with a strong call for holding rates unchanged. The market is pricing in a 25 basis point hike to 4.00...
I see signals pointing to price pressures in the coming monthsThe Middle East situation is fragile with risk of setbacksLabour market is resilient, household ba...
The PBOC allows the yuan to fluctuate within a +/- 2% range, around this reference rate. More here.Injects 524.5bn yuan via 7-day reverse repos in open market o...
The People’s Bank of China is due to set the daily USD/CNY reference rate at around 0115 GMT (2115 US Eastern time), a fixing that remains one of the most close...
Treasury yields will be sensitive to any signal from Warsh on the rate path, particularly given that nine FOMC members already penciled in higher rates at his f...
We need to monitor for second-round effects on wagesLatest ECB wage growth tracker points to stable wage growth ECB's Escriva said the central bank needs to clo...
ICYMI: BOJ Deputy Governor Himino warned the Diet that delaying monetary tightening risks an inflation overshoot as energy costs pass through rapidly. Prime Min...