Nobody is expecting the ECB to change its policy stance or written guidance next week so the focus will be on the press conference. Christine Lagarde will be asked about the recent tariff threats...

While leaving interest rates at 3.75% at the policy meeting on Thursday 5th February, the Bank of England will probably hint that the next rate cut isn’t imminent and imply that rates may not fall...

The data released since the FOMC’s December meeting have reduced the potency of both the hawks’ warnings about inflation risks and the doves’ warnings about labour market risks. This reduces the...

We think the balance will tip in favour of a 25 basis point rate cut to 3.75% on Thursday 18th December. But it will be close. And with Bank Rate now within the Bank’s 2-4% estimate of the neutral...