Learn about economic developments around the world and their impact on the financial markets.
February
- U.K.: Slow growth, lingering inflation, gradual rate cuts – 02/13/2025
- Takeaways of Trump 2.0 two weeks in – 02/04/2025
January
- G10 central banks start the year in a dovish overall mood – 01/30/2025
- Bank of Japan hikes rates, signals more to come – 01/24/2025
- What options do emerging market policymakers have? Part 2 – 01/22/2025
- Eurozone’s uneven economic recovery means more monetary easing – 01/14/2025
- What options do emerging market policymakers have? Part I – 01/10/2025
- Sluggish growth & subdued inflation means more Bank of Canada easing – 01/08/2025
December
- G10 central banks don’t deliver any big holiday surprises – 12/19/2024
- China economic & FX outlook: Scenario analysis – 12/16/2024
- Brazil's “whatever it takes” moment – 12/12/2024
- European Central Bank maintains steady easing, Swiss National Bank accelerates – 12/12/20 24
- Bank of Canada delivers again – 12/11/2024
November
- Bank of England takes it easy on monetary easing – 11/07/2024
- Global takeaways of the U.S. election – 11/06/2024
- Middle East geopolitical scenario analysis update – 11/04/2024
- Brazil’s fiscal fiction to foil BRL – 11/01/2024
October
- Bank of Japan holds policy steady amid political uncertainty – 10/31/2024
- European Central Bank delivers back-to-back rate cuts – 10/17/2024
- An easier path for Bank of Canada monetary policy – 10/15/2024
- This time is not different for China – 10/15/2024
- Reserve Bank of New Zealand quickens pace of monetary easing – 10/09/2024
- Is China circumventing U.S. tariffs? – 10/02/2024
- European central banks quickening pace of their monetary easing – 10/01/2024
September
- Maintaining hope for Mexico, but confidence is cratering – 09/26/2024
- European Central Bank continues carefully along its rate cut path – 09/12/2024
- To pivot from pause. Asian central banks are ready to cut – 09/09/2024
- A snapshot of major economy productivity and costs – 09/05/2024
August
- Brazil’s bifurcated policy & FX outlook – 08/23/2024
- Riksbank cuts rates, hints at faster easing ahead – 08/20/2024
- Reserve Bank of New Zealand pivots to rate cuts – 08/14/2024