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Econoday’s economists look at the week’s important economic events.
Financial markets remain volatile and seemingly at the mercy of the latest inflation data. At the same time, diverging performances among th...
In recent weeks, speculation about U.S. interest rate cuts this year has shifted from multiple reductions to higher-for-longer and, in some...
It’s taken them 17 years to do it but the BoJ has finally raised key interest rates. Max Sarto, Econoday’s Japan expert, discusses what they...
Many central banks still seem to attach more risks to easing too early than too late. And while that will reflect the perceived economic fal...
So far in 2024, the major central banks have resisted pressure in financial markets for early interest rate cuts. Pushback in some quarters...
Much like 2022, there can’t be many forecasters unhappy to see the back of 2023. Nonetheless, with crystal ball in hand, here’s what the Eco...
This year has produced the usual string of surprises for global financial markets. The Econoday team reflect on which of these shocks had th...
Financial markets are increasingly anticipating interest rate cuts in 2024 despite many central banks sounding much more cautious. The Econo...
In the face of extreme monetary tightening abroad, speculation was rife that the BoJ might finally be forced to follow suit yesterday. In pr...
It took a while, but investors now seem to accept that many central banks will be keeping key interest rates at high levels for longer than...
After the recent round of central bank announcements, hopes are building that many tightening cycles may finally be nearing an end. However,...
Yield curves are inverted across North America, much of Europe and parts of the Southern Hemisphere but investors are split over what happen...
Over the last couple of days, we’ve seen key interest rates hiked in the Eurozone, left on hold in the U.S. and cut in China. All of which m...
Taken together with the latest raft of central bank announcements, the recent deluge of real economy and inflation updates has given investo...
Recent interest rate hikes by several major central banks clearly underline the determination of the monetary authorities to get inflation b...
Despite some generally hawkish central bank statements this week, financial markets apparently remain convinced that official interest rates...
Market reaction to this month’s data underscores just how uncertain investors are about the global economic outlook. And this means that ass...
Friday’s U.S. employment report dominates this week’s economic data calendar but it’s been the disastrous U-turn in UK government fiscal pol...
Supported by aggressive rhetoric, this week’s raft of official interest rate hikes means that many central banks are still firmly in tighten...
The impact of surging energy prices on monetary policy has been apparent for some while now but as the cost-of-living crisis intensifies, th...
If there was one overriding message from last week’s Jackson Hole symposium it was that central banks have had enough of overshooting inflat...
In recent weeks a number of central banks have modified, or even completely jettisoned, their forward guidance on interest rates. While sens...
Inflation is still far too high pretty well everywhere and, in some countries, still rising. However, as the real economy data disappoint, r...
To varying degrees, inflation, geopolitical tensions and inevitably Covid continue to dictate investor behaviour in general. However, policy...
Following a raft of central bank announcements on Wednesday and today, Terry Sheehan and Jeremy Hawkins discuss what the policymakers did an...
It's a big week for investors with the Fed expected to step up the pace of QE tapering on Wednesday ahead of what should be very different p...
Just when it seemed that the outlook for central bank policy was getting a little clearer, the arrival of the Omicron variant has cast a fre...
The dollar’s recent gains in part reflect euro weakness with the Eurozone unit now at multi-month lows against a range of currencies. Moreov...
U.S. inflation continues to climb and with it, so does speculation about early Fed tightening. With yield spreads likely to widen in the cur...
Financial markets have become used to being forewarned by central banks about prospective changes to monetary policy. However, when such dec...
With inflation increasingly pulling the monetary policy strings, the Federal Reserve this week is expected to launch its QE tapering plan wh...
By and large, central bankers around the world now seem to accept that high inflation will last longer than originally expected. Most still...
Friday’s U.S. employment report is widely seen as the key that could unlock the door to Fed tapering. However, payrolls will still need to b...
Earlier today the FOMC indicated that it will soon begin the, potentially protracted, process of normalising U.S. monetary policy. By contra...
Sub-zero readings on many of Econoday’s economic consensus divergence indices (ECDIs) confirm an unexpectedly large hit to global activity r...
An interest rate hike by the Reserve Bank of New Zealand looked nailed on today but Covid developments may now dictate otherwise. In any eve...
Terry Sheehan and Jeremy Hawkins look ahead to Friday’s U.S. employment report and discuss more general recovery prospects in the context of...
The combination of the rapidly spreading Delta variant and some slightly less dovish sounding central banks is giving stock market investors...
PMIs in Europe as well as similar business surveys in the US have been posting record scores in contrast to subsequent definitive data which...
Major dislocations between demand and supply continue to put upside pressure on final product prices but most central banks remain convinced...
Global demand continues to recover more quickly than output which remains restrained by shortages of raw materials. For many countries the g...
The basic message from global central banks is holding, that inflation pressures now building will soon fade and that rate hikes are still w...
Federal Reserve communications are approaching the inflection point on when to signal the withdrawal of stimulus. For Europe, this pivot is...
Wild bumps for US data are due to comparison distortions, an effect that is expected to be temporary and which would not derail Federal Rese...
Despite the recent rise in long rates, neither the Federal Reserve nor the Bank of England are likely to make any QE adjustments. Covid case...
With vaccines rolling out and Covid cases coming down, our team updates the outlook for inflation and long-term interest rates and what it m...
Inflation may still be well below target but it is on the rise as are long-term interest rates. How these factors are affecting the financia...
This week's topic is whether central banks may begin to increase or decrease QE as a means of controlling exchange rates and the related ris...
Inflation expectations in the financial markets are rising quickly in contrast to actual inflation measures which are still subdued.
Brian Jackson and Jeremy Hawkins pull together the latest economic trends and discuss the importance to financial markets of the relative pa...