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
Asia Rapid Response Indonesia Interest Rate Announcement (Mar. 2026) Bank Indonesia left its policy rate unchanged at 4.75% for a sixth consecutive meeting today and, while officials seemed sanguine about inflation risks, they are clearly concerned about the renewed... 17th March 2026 · 3 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
Australia & New Zealand Economics Weekly Hauser’s hawkishness heralds a hike In a podcast this week, RBA Deputy Governor made no bones about his view that the Bank needed to bolster its inflation-fighting credentials. His concerns that the Iran conflict could exacerbate price... 13th March 2026 · 7 mins read
Bank of Canada Watch Bank of Canada to stand pat amid oil market turmoil The Bank of Canada is all but certain to keep interest rates unchanged next week and will likely play down the risk that higher oil prices might warrant interest rate hikes. Nonetheless, if WTI... 12th March 2026 · 7 mins read
US Fed Watch Fed on hold as it waits for more clarity With the FOMC set to keep the fed funds target range between 3.50% and 3.75% next week, the focus will be on any changes to the policy statement and new economic projections. The most hawkish outcome... 12th March 2026 · 5 mins read
ECB Watch ECB to stress readiness to respond to energy shock The ECB is not going to respond to the jump in energy prices by raising interest rates next week. But we expect it to state that the upside risks to inflation have increased, implying that the chance... 12th March 2026 · 9 mins read
BoE Watch BoE Watch: Delayed cuts, cancelled cuts or interest rate hikes? There are plausible scenarios in which the Middle East conflict prompts the Bank of England to delay interest rate cuts, cancel interest rate cuts or hike interest rates. As delay seems the most... 12th March 2026 · 6 mins read
Bank of Japan Watch Bank of Japan will hike rates again in April Provided that crude oil prices don’t rise much further, their recent increase won’t lift inflation to levels that the Bank of Japan would find intolerable. But with underlying inflation holding up... 12th March 2026 · 8 mins read
RBA Watch RBA will deliver back-to-back hikes in March and May We expect the Reserve Bank of Australia to raise rates by 25bp at its meeting ending on 17th March. The conditions for a sustained acceleration in inflation were in place even before the Iran conflict... 10th March 2026 · 8 mins read
Asia Rapid Response Korea Policy Rate (Feb. 2026) The Bank of Korea kept its policy rate on hold today at 2.50%, and we expect the central bank to maintain this stance until at least mid-year, before eventually restarting its easing cycle around the... 26th February 2026 · 2 mins read
Emerging Europe Rapid Response Hungary Interest Rate Announcement (Feb.) The decision by the Hungarian central bank to cut its base rate by 25bp today, to 6.25%, will likely be followed by further interest rate cuts over the coming months. We will firm up our new forecast... 24th February 2026 · 2 mins read
Emerging Europe Rapid Response Israel Interest Rate Announcement (Feb. 26) The Bank of Israel’s (BoI’s) decision to leave its policy rate on hold at 4.00% today underscores its commitment to a cautious easing cycle despite softer recent inflation data. We continue to expect... 23rd February 2026 · 2 mins read
Asia Rapid Response Indonesia Interest Rate Announcement (Feb. 2026) 19th February 2026 · 2 mins read
