HEW: Dovish Data Dumps
Inflation data broadly disappointed expectations over the past week. The labour market news was more mixed, but higher UK and US unemployment...
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Mexico: Closing the Easing Door
Banxico cut by 25bp to 7%, broadly in line with expectations, but signalled a de facto pause with a more data‑dependent approach to future...
381 Views
BOJ: Measured Steps Toward Normalisation
A hike to 0.75% was delivered as expected, reflecting confidence in wage-led inflation momentum, though real rates remain deeply negative and...
386 Views
ECB: Wishfully Rolling Disinflation
Stronger wage and service price inflation have shrunk the Q1 target undershoot to only 0.1pp, removing the space that doves hoped might free the...
347 Views
BoE: Three Camps, Two Votes, 1 Cut
The MPC’s 5:4 vote split delivered another finely balanced rate cut, but the doves are divided, with only two likely to roll straight into...
379 Views