UK Economics Rapid Response Bank of England Policy Announcement (19th Mar. 2026) While leaving interest rates at 3.75% today as widely expected, the Bank of England suggested it is more concerned about the upsides to inflation from the leap in energy prices triggered by the... 19th March 2026 · 3 mins read
UK Economics Rapid Response UK Labour Market (Jan./Feb. 2026) While there were some green shoots of a recovery in payroll employment in February, today’s data release shows that the labour market was still weak before the new stagflation shock due to the events... 19th March 2026 · 3 mins read
Japan Economics Update BoJ signals willingness to hike rates again soon A slim majority of BoJ Board members believe that the conflict in the Middle East will on balance strengthen inflationary pressures in Japan. Accordingly, we’re sticking to our forecast that the Bank... 19th March 2026 · 3 mins read
Australia & New Zealand Rapid Response Australia Labour Market (Feb. 26) With inflation set to approach 5%, the renewed rise in the unemployment in February won’t prevent the RBA from hiking rates further. 19th March 2026 · 2 mins read
Australia & New Zealand Rapid Response New Zealand GDP (Q4 2025) With the economy still operating with substantial excess capacity, we think the RBNZ will leave rates on hold for several months to come. However, there is a high degree of uncertainty around the... 18th March 2026 · 2 mins read
US Economics Update Limited changes from the FOMC as it waits for more clarity The FOMC’s statement and dot plot today were arguably not as hawkish as many speculated, with the Summary of Economic Projections (SEP) still pointing to one interest rate cut this year, despite an... 18th March 2026 · 3 mins read
US Rapid Response US Fed Policy Announcement (Mar 2026) The FOMC’s statement and dot plot today were arguably not as hawkish as many speculated, with the Summary of Economic Projections (SEP) still pointing to one interest rate cut this year, despite an... 18th March 2026 · 2 mins read
Canada Economics Update Bank cautiously pushes back against rate hike expectations The Bank of Canada sounded marginally dovish while keeping its key policy rate at 2.25% today, stating that the growth outlook had worsened and downplaying the risks of second-round effects from... 18th March 2026 · 3 mins read
Canada Rapid Response Bank of Canada Policy Announcement (Mar 2026) The Bank of Canada sounded marginally dovish while keeping its key policy rate at 2.25% today, stating that the growth outlook had worsened and that it would look through the Iran war’s immediate... 18th March 2026 · 2 mins read
US Rapid Response US Producer Prices (Feb. 2026) The large upside surprise to the PPI in February confirms that stronger inflationary pressures were already making their way through supply chains even prior to the surge in oil prices. Final demand... 18th March 2026 · 2 mins read
Japan Economics Update Net government debt will fall to 80% of GDP by 2028 Japan’s public finances are improving at an even faster pace than we had anticipated, supporting our long-held view that the country won’t experience a fiscal crisis anytime soon. 18th March 2026 · 3 mins read
Canada Economics Update Canada Housing Watch (Mar. 2026) There is no relief in sight for the troubled housing market, with the spike in global oil prices likely to push up mortgage rates in the coming weeks. That has led us to downgrade our forecast for... 17th March 2026 · 4 mins read
Australia & New Zealand Economics Update Energy crisis won’t hasten Australia’s shift to renewables The Iran conflict has exposed Australia’s continued reliance on fossil fuels, reigniting debate over a green energy pivot. While the government has legislated ambitious climate targets, it has shown... 17th March 2026 · 4 mins read
Australia & New Zealand Economics Update RBA will hike rates again in May Although the RBA’s decision to raise rates at its meeting today was made by the narrowest of margins, the split vote primarily reflected differences regarding the timing of the move rather than the... 17th March 2026 · 3 mins read
Australia & New Zealand Rapid Response Reserve Bank of Australia Meeting (March 2026) Amid concerns that the ongoing energy price spike will adversely affect the inflation outlook, the RBA raised rates by 25bp at its meeting today. However, the decision was made by the narrowest of... 17th March 2026 · 2 mins read
US Rapid Response US Industrial Production (Feb. 2026) The modest rise in manufacturing output in February, together with the upward revision to January’s already strong gain, keeps up the sense that a gradual factory sector recovery is underway. With... 16th March 2026 · 2 mins read
