Research Briefing
The Bank of England's Monetary Policy Committee has delivered 100bps of rate cuts since its easing cycle began in August...
Bank rate
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Displaying 1 to 20 of 37 results
Research Briefing
The Monetary Policy Committee voted to keep Bank Rate at 5.25% at November's meeting. The lack of significant news on...
Research Briefing
Our estimates suggest that the surge in aggregate bank profitability may continue in the near term, but the outlook remains...
Research Briefing
Monetary policy is at a critical juncture. After decades of low and stable inflation, the seismic supply adverse shocks and...
Research Briefing
The ECB sent a clear and balanced message at its meeting this week despite the heightened market stress caused by...
Research Briefing
The Czech National Bank (CNB) kept the policy rate unchanged at 7% for the fourth consecutive meeting today, in line...
Research Briefing
We doubt the surprise move from the Bank of Japan to expand the tolerance range for 10-year JGB yields to...
Research Briefing
Financial conditions in Canada have tightened significantly this year and we estimate this will shave 0.7ppts off GDP growth by...
Research Briefing
The Federal Reserve knows that their mission to tame inflation isn’t complete, and odds are rising that the central bank...
Research Briefing
We expect the MPC to raise Bank Rate at December's meeting. But recent UK developments, including calmer financial markets, a...
Research Briefing
The outlook for Latin America changed dramatically after Russia's invasion of Ukraine last February.
Research Briefing
We expect the UK economy to be in recession for most of 2023, with activity dragged down by falling real...
Research Briefing
Policy divergence will continue to be a key theme in global FI markets in 2023. Whereas we pencil in a...
Research Briefing
The CNB again left the policy rate unchanged at 7% at the November meeting, staying put for the third consecutive...
Research Briefing
The BoE raised Bank Rate by 75bps to 3% at its November meeting, in line with our expectations and market...
Research Briefing
To no one's surprise, the FOMC raised interest rates by 75bps for a fourth consecutive meeting, lifting the target range...
Research Briefing
UK government's U-turns on tax cuts, the prospect of further fiscal policy tightening, and calmer financial markets mean the Monetary...
Research Briefing
Central banks and many other forecasters may be underestimating the risk of persistently high inflation. While our view is that...
Research Briefing
The ongoing surge in mortgage rates in advanced economies threatens to push some housing markets into steep downturns. Housing prices...
Research Briefing
We do not expect a long-lasting rebound in sterling (or gilts) anytime soon, given the lack of a credible fiscal...
