The Reserve Bank of New Zealand hiked rates as expected, but struck a more balanced tone on the risks to its outlook. Although another hike this year seems likely, we continue to expect the OCR to...

The ISM Manufacturing survey pours some cold water on the idea that the manufacturing sector is beginning to boom, but it does at least remain consistent with growing output. The commentary...

August’s energy-led rise in euro-zone HICP inflation might bolster the case for a rate hike next week, but the ECB should be reassured by the absence of indirect and second-round effects.

Kevin Warsh was uncharacteristically loose-lipped in his keynote address at the 2026 Jackson Hole Economic Policy Symposium , unequivocally indicating that he would be prepared to tighten policy if...