Latin America Rapid Response Mexico Interest Rate Announcement (Aug. 2026) 6th August 2026 · 2 mins read
Latin America Rapid Response Brazil Interest Rate Announcement (Aug. 2026) Brazil’s central bank (BCB) lowered interest rates by another 25bp today, to 14.00%, but the communications provided a fairly hawkish message on inflation and a signal that the door for further easing... 5th August 2026 · 2 mins read
India Economics Update RBI keeps rates on hold, but hikes likely soon The Reserve Bank of India (RBI) kept the repo rate unchanged at 5.25% today as it continues to monitor “the uncertainties of the West Asia conflict”. But we still think that rising inflation will... 5th August 2026 · 3 mins read
RBA Watch RBA’s next move will be down, but not until H2 2027 We expect the RBA to leave rates on hold at its August meeting. Although the Bank is likely to continue talking tough on inflation for a while, we don’t think it will go so far as to raise rates again... 4th August 2026 · 8 mins read
Global Economics Update Deciphering central banks’ muddled messages We recently hosted an online Drop-In to review the latest Fed, Bank of England and ECB decisions and what their communications imply. (Recording here.) This Update provides answers to the questions... 31st July 2026 · 7 mins read
Japan Economics Update Ueda opens door to September BoJ rate hike In response to Governor Ueda’s hawkish comments, we’re bringing forward our forecast for the next rate hike from October to September. That would imply a marked acceleration in the Bank’s tightening... 31st July 2026 · 3 mins read
Japan Rapid Response Bank of Japan Meeting (Jul. 26) While the BoJ left interest rates unchanged as widely anticipated, the accompanying Outlook report was hawkish and we’re sticking to our non-consensus view that the Bank will lift interest rates to 2%... 31st July 2026 · 2 mins read
UK Economics Update BoE rate hikes may remain more a threat than a reality Even though the Bank of England again talked up the possibility of interest rate hikes while leaving rates at 3.75% today, we think rates are more likely to stay on hold this year and be cut to 3.00%... 30th July 2026 · 3 mins read
UK Economics Rapid Response Bank of England Policy Announcement (30th Jul. 2026) Even though the Bank of England continued to talk up the possibility of interest rate hikes while leaving rates at 3.75% today, we think rates are more likely to stay on hold this year and be cut to 3... 30th July 2026 · 3 mins read
US Economics Update Fed holds as markets struggle to get a handle on Warsh The Fed left its key policy rate unchanged at 3.50%-3.75% with almost zero changes to the statement, but three hawkish dissents from regional bank presidents Lorie Logan, Neel Kashkari and Beth... 29th July 2026 · 3 mins read
US Rapid Response US Fed Policy Announcement (Jul. 2026) The Fed left its key policy rate unchanged at 3.50%-3.75% with almost zero changes to the statement, but three hawkish dissents from regional bank presidents Lorie Logan, Neel Kashkari and Beth... 29th July 2026 · 2 mins read
RBI Watch Inflation and FX concerns make August hike likely In contrast to the majority of analysts who are expecting no change, we think the Reserve Bank of India (RBI) will hike the repo rate by 25bp to 5.50% at the conclusion of next week’s Monetary Policy... 28th July 2026 · 7 mins read
Bank of Japan Watch BoJ will signal further tightening The Bank of Japan will certainly leave interest rates unchanged at its upcoming meeting. With crude oil prices on track to reach their earlier peaks by the time of that meeting, we expect the Bank to... 24th July 2026 · 8 mins read
US Fed Watch Rate hikes coming, but not until September The benign June price data brought the Fed some more time to gauge how inflation evolves over the coming months. If inflation pressures remain as persistent as we expect, the Fed will begin tightening... 23rd July 2026 · 8 mins read
BoE Watch BoE Watch: BoE to hold rates as energy prices keep rate hikes in play The Bank of England will almost certainly keep interest rates at 3.75% at its policy meeting on Thursday 30th July and the latest rebound in energy prices will ensure that it continues to stress that... 23rd July 2026 · 8 mins read
