Australia & New Zealand Economics Update RBNZ tones down its hawkish bias a touch The Reserve Bank of New Zealand hiked rates as expected, but struck a more balanced tone on the risks to its outlook. Although another hike this year seems likely, we continue to expect the OCR to... 2nd September 2026 · 3 mins read
Australia & New Zealand Rapid Response RBNZ Meeting (Sep. 2026) The RBNZ hiked rates as expected, but tempered expectations for further tightening. 2nd September 2026 · 2 mins read
Emerging Europe Rapid Response Israel Interest Rate Announcement (Sep. 2026) The Bank of Israel (BoI) opted to deliver another 25bp interest rate cut, to 3.25% at today’s meeting, and with inflation likely to increase over the coming months we think it will opt for a temporary... 1st September 2026 · 2 mins read
Europe Economics Weekly September ECB hike looks nailed on The rise in natural gas prices in recent weeks, together with the continued strength of the euro-zone economy, mean that a September ECB hike now looks nailed on. Decisions thereafter will depend on... 28th August 2026 · 6 mins read
Bank of Canada Watch New tariff uncertainty supports Bank’s calls to be patient The Bank of Canada will likely highlight the need to balance the worsening growth and inflation prospects brought about by fresh tariffs at next week’s meeting. We therefore still expect the policy... 27th August 2026 · 6 mins read
Asia Rapid Response Philippines Interest Rate Announcement (Aug. 2026) 27th August 2026 · 2 mins read
RBNZ Watch RBNZ will press ahead with a return to neutral With inflation still far too high for the RBNZ’s comfort and the economy showing signs of life again, we now expect the Bank to hike rates at each of its next two meetings in September and October... 26th August 2026 · 5 mins read
Middle East & North Africa Rapid Response Egypt Interest Rate Announcement (Aug.) The Central Bank of Egypt left its policy rate unchanged at 19.00% for a fourth consecutive meeting today but, so long as oil prices drop back as we anticipate, we think officials will be able to... 20th August 2026 · 2 mins read
Australia & New Zealand Economics Update RBA retains hawkish bias, but next move will be a cut While the RBA’s decision to leave rates unchanged today was widely expected, the Board took pains to reiterate that it remains prepared to tighten policy further if needed. However, despite its tough... 11th August 2026 · 3 mins read
Australia & New Zealand Rapid Response Reserve Bank of Australia Meeting (Aug. 2026) The RBA predictably left rates unchanged at its meeting today.While the Board continued to talk tough on inflation, we don’t believe that it will go as far as to hike rates again this cycle. 11th August 2026 · 2 mins read
Latin America Rapid Response Mexico Interest Rate Announcement (Aug. 2026) Mexico’s central bank (Banxico) kept its policy interest rate on hold at 6.50% at today’s meeting and the overall communications were only marginally more hawkish than in June. 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
