Monetary policy
Exclusive Banxico Post-Decision Report: Surprise!
In a surprise to many, Banxico announced its decision to cut the overnight policy rate by 25bp to 6.25% at the November 5 meeting.
Exclusive Banxico Preview: Dovish tone
We expect Banxico to hold the overnight policy rate at 6.50% at the November 5 meeting.
Global Daily: Showdowns
This week is shaping up as a series of showdowns. In the United States we have the midterm elections where prediction markets favour the Democrats...
Lagarde's resignation starts the search for a new ECB president
The departure of three board members and recent bond market volatility increase the likelihood that a familiar face may return to the ECB.
Managing Expectations
This report examines activity, inflation pressures and financial conditions in the Australian economy, providing an update on the outlook for interest rates.
The ECB prepares a December hike, and a hold after that
The ECB decided to leave policy unchanged. The ECB signals that December hike is likely, and that this may be the last in the cycle.