With higher interest rates taking longer to percolate through the economy, we now think the recession will be shallower and GDP growth will stay weak throughout all of 2024. It’s a softer landing for...

Given the high bar for further rate hikes, we’re more confident than ever that the Reserve Bank of Australia is done tightening policy. That said, there is a good chance that the cash rate will remain...

The unexpected fall in Swiss inflation to 1.4% in November ensures that the SNB will not be at all tempted to raise interest rates in December, despite the Bank’s recent statements to the contrary...