Goldman Sachs has pushed its Federal Reserve rate cut forecast back to December 2026, citing sticky inflation near 3% and a resilient jobs market, with its term...
It's worth waiting to see how the US-Iran war develops before deciding whether to hike interest ratesInflation risks are skewed entirely to the upsideSluggish e...
Economic recovery is now at riskInflation risks have heightened due to the Middle East conflictRisk of a stragflationary trend cannot be ruled out even if econo...
I think the inflation risk is lower this time aroundI think that we were late to act in 2021 and 2022One reason was that we had too much of an academic discussi...
Inflation data from China for April 2026.CPI 1.2% y/yexpected 0.8%, prior 0.1%CPI 0.3% m/mexpected -0.1%, prior -0.7%PPI 2.8% y/yexpected 1.5%, prior 0.5%I'll h...
The PBOC allows the yuan to fluctuate within a +/- 2% range, around this reference rate.more to comeConfirmation from China, says U.S. President Donald Trump wi...
Pimco's CIO warned the Financial Times (gated) that the Iran war's energy shock could make Fed rate cuts counter-productive and may even necessitate hikes, with...
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...
Sat: Chinese TradeMon: Chinese Inflation (Apr), Norwegian Inflation (Apr)Tue: BoJ SOO (Apr), IEA STEO (May), EU Informal Meeting of Energy Ministers (May 12-13)...
ECBs Nagel;Will do whatever is needed to contain energy price jumpsECB is highly alert to increasing inflation risks. ECB will do whatever necessary to curb ene...
The job market is pretty much stable.There is not a lot of evidence that job market is falling apart.Inflation has not been great and is going the wrong way.The...
ECBs Legarde is speaking and says: climbing energy costs will push up input prices.Price increases may then be passed to consumer.We should be well-placed to re...