Rates
Exclusive Banxico Post-Decision Report: Nothing to see here...
Banxico left the policy rate unchanged at 6.50% at the June 25 meeting.
Research
Exclusive Banxico Preview: Soft growth, cool inflation, sticky risks
We expect Banxico to hold the overnight policy rate at 6.50% at the June 25 decision.
Research
Bank of England: No hikes?
Following the sharp decline in energy prices, we have removed our call for a rate hike.
Research
Forward guidance is gone
As widely expected, the FOMC kept the target range for the federal funds rate unchanged and dropped its easing bias.
Research
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.
Research
Bank of England: Hesitation
We expect the Bank of England’s MPC to keep the policy rate unchanged at 3.75%, pushing back our previous expectation of a rate increase at this meeting.
Research