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US Economics Weekly Fed set to hike this year With Fed officials sounding more hawkish than we originally anticipated and downside labour market risks rapidly diminishing, we now expect the Fed to hike interest rates this year. 5th June 2026 · 5 mins read
US Economics Update Bar to Fed hikes appears relatively low Recent Fed speeches suggest that, absent a sudden surge in oil prices, the FOMC will keep interest rates unchanged over the summer. It is shaping up to be an extremely close call beyond then, however... 4th June 2026 · 6 mins read
US Economics Weekly Price pressures not yet raising alarm bells The latest communications from Fed officials have become increasingly hawkish. But the softer-than-expected outturn for the April core PCE deflator and the mounting downside risks to real consumption... 29th May 2026 · 6 mins read
US Economics Weekly Fed alert to rising price pressures The hawkish tone of the Fed’s late-April minutes shows it would be ready to demonstrate its inflation-fighting credentials if it felt compelled to do so. We judge this would require a broadening in... 22nd May 2026 · 5 mins read