Monetary policy: three central banks, three decisions, the same caution
While the Fed eased its monetary policy on 10 December for the third consecutive FOMC meeting, without making any guarantees about future action,...
321 Views
FOMC: End of balance sheet runoff, another rate cut... but no commitment on the next one
We anticipate a further 25bp cut in December, driven by the Fed's bias towards employment and downward revisions to our inflation forecasts for the...
580 Views
FOMC: Easing Under Constraints
As widely anticipated, the 16-17 September FOMC meeting ended with the Fed reducing its target rate by 25bp, while reasserting its independence.
2.4k Views
United States: Yellow Alert on Activity
The adverse effects of the Trump administration's trade and migration policies on US economic activity are emerging, as they were reflected in the...
261 Views
Resilient growth in Q2, in both the Eurozone and the United States
This is a backlash from Q1, when additional exports, in anticipation of the tariff shock, had supported growth in the Eurozone, while penalising...
346 Views