THINK economic and financial analysis

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Four Bank of England scenarios, with a rate cut widely expected
United Kingdom

Four Bank of England scenarios, with a rate cut widely expected


Why there's a risk of a more dovish BoE decision on Thursday

James Smith, Chris Turner and Michiel Tukker

THINK Ahead: Central bankers' calm before the inevitable storms

THINK Ahead: Central bankers’ calm before the inevitable storms

James Smith’s guide to a not-so-boring week ahead
United States

Watch: Trump, the Fed, and the uneasy path ahead

Trump, the Fed and the pressure to cut US interest rates
FX
FX Daily: Tariff countdown

FX Daily: Tariff countdown

We expect the dollar to be primarily driven by the tariff story for now
Rates Spark: Growth disappointments on ECB day
Rates Spark: Growth disappointments on ECB day
Why the ECB's Lagarde is looking out the window but could soon be rushing for the door
Why the ECB’s Lagarde is looking out the window but could soon be rushing for the door
Robust underlying growth despite US GDP disappointment
Robust underlying growth despite US GDP disappointment
The Commodities Feed: European gas prices surge to 15-month high
The Commodities Feed: European gas prices surge to 15-month high
FX Daily: gilt measures worth only temporary GBP relief
FX Daily: gilt measures worth only temporary GBP relief
Rates Spark: Fed holds, but ECB to keep cutting
Rates Spark: Fed holds, but ECB to keep cutting

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FX
Canada
United States
A perfect storm for the Canadian dollar
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The Netherlands
Three calls for the Dutch economy in 2025: consumption, inflation and productivity growth
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Rates
United States
Fed confirms a slower and shallower rate cut story for 2025
4
Commodities, Food & Agri
Aluminium deficit to support prices in 2025
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FX
FX Daily: BRICS currencies under pressure