Last time out, they indicated that just one rate cut in 2026 was their central case, in an environment where the economy ...

The latest GDP figures for the third quarter of the year confirm the flash estimate, with no revisions to previous data. The ...

Real retail sales were solid in October, driven by a notable rebound in non-food store purchases. Household spending power ...

In a press conference today, National Bank of Poland Governor Adam Glapiński did not provide clear guidance on further MPC ...

We expect the Reserve Bank of Australia to leave the cash rate unchanged at 3.6% on Tuesday. Given recent upside surprises in ...

The Reserve Bank of India (RBI) has cut the repo rate by 25bp to 5.25% and announced liquidity measures, including open ...

Impact: The US falls into recession, while Europe is less affected. The Fed cuts rates more aggressively.

There is a rising longer tenor rates narrative building. Japanese and German long yields are on the move higher. Long ...

Finally, inflation. Federal Reserve doves – especially those more aligned with President Trump – tend to argue that AI is ...

It is remarkable how resilient the global economy has proven to be despite the huge geopolitical shifts and tensions 2025 ...

With rate cuts nearing their end in 2026, and some central banks already done, here’s our interest rate outlook for the year ...

Politics is the biggest risk for UK bond markets in 2026.