Inflation
Eurozone inflation is re-energized
Higher energy prices drive Eurozone inflation higher. The immediate rebound is energy-driven, but higher energy and distribution costs also feed into core inflation.
Exclusive Seven so far, seven more to come?
The Bank of Canada today held its target for the overnight rate at 2.25%, with the Bank Rate at 2.50% and the deposit rate at 2.20% as was widely expected.
Exclusive Bank of Canada Preview: Turn for the worse
We expect the Bank of Canada to hold the overnight rate at 2.25% on September 2, with no hikes or cuts forecast through 2027.
Mountains to Climb: The Road Ahead for the RBA Cash Rate
This report examines the outlook for the RBA cash rate given recent inflation data and the ongoing crisis in the Strait of Hormuz.
Between Signals and Flexibility: the Central Bank’s Communication in F
Domestically, both the Copom Minutes and the Quarterly Inflation Report (RPM) highlighted an asymmetrically upside-skewed inflation risk balance and suggested a declining
The U.S. and Iran reached a provisional agreement
Externally, over the weekend, the U.S. and Iran reached a provisional agreement to reopen the Strait of Hormuz and move toward ending the conflict.