Rates

How to paint yourself into a corner
Yesterday’s CPI report was the last piece of the puzzle and made us change our call from zero rate hikes in 2026 to one and done.

Bank of England Preview: On the ball?
We expect the Bank of England’s MPC to leave Bank Rate unchanged at 3.75% next week. But higher energy prices have clearly revived upside risks.

Reacceleration of inflation cements the case for another ECB hike
A reacceleration of inflation cements the case for another rate hike. But price pressures are limited to energy-related items, and the growth outlook is highly uncertain.

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.

Australia agribusiness monthly September 2026: The price gains of sugar, cotton, and grains
Here are the main highlights for some of Australia’s key commodities and economic influences this month.

New Zealand agribusiness monthly September 2026: A spring in the step for spring
Here are the main highlights for some of New Zealand’s key commodities and economic influences this month.