In Case You Missed It: The unreliable boyfriend returns

Governor Mark Carney throws a Bank of England May hike into question and the Swiss franc is safe no more. Plus, we try to to get into the heads of global central bankers, figure out what the flattening yield curve means for the US economy, preview an ECB meeting that nobody really needs and revise our oil price forecast

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Where next for central banks?

Everything you need to know about central bank policy around the world

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United Kingdom

Four things that matter for the Bank of England as Carney goes cautious

A May rate hike still looks more likely than an August move, but Mark Carney's cautious comments sent a clear warning to those anticipating two or…

United States

US: Are we heading to recession?

The US yield curve keeps getting flatter with growing concern it could turn negative. Such a development preceeded all nine recessions since 1955. How…

Switzerland

EUR/CHF at 1.20: Thank Trump

This week EUR/CHF traded at 1.20 – the level of the currency floor which the Swiss National Bank (SNB) abandoned so suddenly in January 2015. We…

ECB preview: A general repetition no one really needs

Thursday's ECB meeting will again be one of those most of their officials would rather skip if they could. It should only serve as the prelude to the…

Shrinking oil inventories mean higher prices

ICE Brent broke back above US$70/bbl last week due to geopolitical risks along with some fundamentally bullish developments in the market. We are finding…