Market pricing suggests some dovish tweak in the Fed communication today, but we think Chair Powell will want to see hard ...
Trump has signed an executive action plan for an investigation into the threat that copper imports pose to national security ...
Bank Indonesia kept the interest rate at 5.75%, as expected. The room for further cuts is becoming more limited than before; they're dependent on twin deficit and tariff uncertainties. We believe ...
As former ECB president Mario Draghi aptly put it: “In a dark room, you move with tiny steps. You don't run, but you do move.” We're adopting this approach to adjusting our macro and market forecasts ...
The next round of US tariffs is set to be announced on 2 April. It'll be the latest salvo in the deepening trade war between the United States and the rest of the world. President Donald Trump says he ...
Treasuries will have a keen focus on the path for quantitative tightening Following the last FOMC meeting, Chair Powell was ...
The Bank of Japan (BoJ) unanimously voted to keep its policy rate unchanged at 0.5%. Governor Kazuo Ueda did not indicate when the next rate hike might occur but emphasised the Bank's commitment to ...