June Economic Update: Monetary policy to the rescue
Financial markets are clamouring for policy stimulus as trade tensions and worries about global growth mount. Optimism that China and the US will settle…
Trade worries are not abating and the economy is starting to feel the strain. The Federal Reserve is preparing for a change of course and we now look for…
Just when it seemed that the eurozone economy was starting to improve, the escalation of the trade war between the US and China soured the mood once more.…
A new eurosceptic UK prime minister will face stiff opposition from Parliament if they push for a 'no deal' Brexit. That might lead to another…
We think the authorities will increase fiscal stimulus, as well as cut interest rates and the reserve requirement ratio (RRR) to support growth, in what…
With the Fed looking more dovish, the Bank of Japan will be looking anxiously at the USD/JPY rate and wishing it had some effective tools left in its…
The drop in US interest rates has undermined the dollar. If this is the start of the long-awaited dollar decline, we expect it will be USD/JPY that leads…
One possibility is that the Fed under-delivers on market rate cut expectations. This could force long rates lower as the disappointment on the extent of…
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