A recent article from Bloomberg indicated that inflationary pressures are starting to build. PPI metrics in the US and China are starting to show that producers are facing higher prices.…
On Wednesday, markets were stunned by the strongest US CPI data print since 1981 and it was a big shock to markets. Even the Fed’s Clarida said he was ‘surprised’.…
On the face of last week’s Bank of England rate decision, it was very uneventful. Rates stayed the same, and asset purchases stayed the same. Some investors had been hoping…
On Tuesday this week, markets were given a snapshot view of what will happen when the US actually do signal a rise in interest rates. It came about after Treasury…
The RBA meeting this week was uneventful. The RBA kept the cash rate and three-year yield target unchanged at 0.10% while also keeping its QE program the same. The main…
Major central bank rundown The central banks are listed below with their current state of play. The link for each central bank is included in the title of the bank…
The last Bank of Canada interest rate meeting saw the BoC as the first central bank to start exiting easy monetary policy by unwinding some of its asset purchases program.…
Week Ahead 03.05.21 Global indices are increasingly vulnerable to a correction lower after stunning returns over the last 12+ months. The question that investors are asking is, ‘when will the…
Holding the ship steady Running up to last weeks ECB meeting German bunds had been surprisingly resilient. While COVID-19 cases were trending higher in Europe, Bund yields were moving lower…
Quick refresher Going into the BoC meeting the expectations were for a more bullish outlook. However, the concern at the start of last week was that rising COVID-19 cases in…