Monetary policy
Appetite for Destruction
After recent speeches by FOMC participants we change our Fed forecasts by adding a rate hike in December 2026.
Research
Exclusive Banxico Post-Decision Report: Changing it up?
Banxico held its overnight policy rate at 6.50%, in line with expectations, but materially softened its forward guidance.
Research
Exclusive Banxico preview: Wait and see
We expect Banxico to hold the overnight rate at 6.50% when it announces its decision on Thursday, September 24.
Research
Another ECB hike is now more likely than not
We forecast an additional ECB hike to 2.75% in December on the back of higher energy price forecasts.
Research
The Fed's Declaration of Independence
Today the FOMC unanimously decided to raise the target range for the federal funds rate by 25 bps.
Research
Global Daily: Willy Wonka and the Compute Factories
Oil prices are rising again on news of the shutdown of Saudi Arabia’s East-West pipeline following drone strikes, and the Houthis’ seizure of strategic locations...
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