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United Kingdom • Multi-Asset • Macroeconomics • Cross Asset Strategy
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bullish•Macroeconomics
•19 Dec 2025 22:28

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...

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bullish•Macroeconomics
•19 Dec 2025 21:51

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...

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bullish•Macroeconomics
•18 Dec 2025 13:21

Norges Hold at 4%: Steady Course

The Norges Bank held rates steady at 4% as expected, signalling no urgency for cuts despite modest economic slack, as persistent underlying...

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bullish•Macroeconomics
•18 Dec 2025 12:42

Riksbank Holds at 1.75%: Steady Path Ahead

Riksbank holds rate at 1.75% as expected (no surprise); expects stability through 2026 before gradual hikes to 2.1% by 2028 as recovery...

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bullish•Macroeconomics
•17 Dec 2025 13:48

BI Hold: Rupiah Trumps Cuts

BI-Rate held at 4.75% as expected, with a pause in the easing cycle signalled and limited 2026 cuts conditional on rupiah stability amid...

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