Global Economics
Find economic insights and analysis on the latest geopolitical and macroeconomic developments and their local and global implications.
Rate cuts are moving further into the future
At Kevin Warsh’s first meeting as Chair, the FOMC is likely to remove the easing bias from the statement and drop the 2026 rate cut from the dot plot.
The ECB hiked rates by 25bp. What's next?
The ECB raised the deposit facility rate by 25bp to 2.25%.
Exclusive 103 Days, 38 Peace Deals
We cut oil forecasts on weak China demand, see softer US gas near term but keep LNG constructive as tight supply and limited flexibility support winter prices.
Higher food prices in Europe are only a matter of time
Higher energy costs are feeding into the food chain, pointing to renewed food inflation in Europe, with the main impact expected in 2027.
Exclusive Bank of Canada Post-Decision Report: Durable consumption?
The Bank of Canada released its decision to hold the overnight policy rate at 2.25% at the June 10 decision.
Exclusive Bank of Canada Preview: Looking through or turning a blind eye?
We expect the Bank of Canada to hold the overnight policy rate at 2.25%.
Economic Quarterly The Netherlands June 2026: Middle East crisis causes economic pain, but no recession
The ongoing crisis in the Middle East continues to dominate the economic outlook, causing disruptions to energy markets and supply chains worldwide.
EU to the rescue: EU-UK reset takes shape through targeted agreements
Starmer seeks to salvage his premiership by pushing for closer ties with Europe. The new agreements expected in July won't move the needle.
Global Daily: The Atomic Crab
The Dow Jones hit a fresh all-time high yesterday, surging 1.73% to close at 51,562...
May official cash rate decision and New Zealand budget
Join Senior Animal Protein Analyst Jen Corkran and Senior Market Strategist Ben Picton as they discuss the May Reserve Bank of New Zealand meeting and the New Zealand
Exclusive Palm oil outlook to 2031: Structural tightness to keep prices elevated
Tight supply and rising biodiesel demand are set to keep global palm oil markets constrained through 2031, with higher prices and greater sourcing challenges ahead.
Exclusive Global beef quarterly Q2 2026
While new trade agreements are improving market access, tight supply dominates. Rising prices and declining production continue to shape global beef markets in 2026.