Why we don’t think the Fed will hike rates
Policymakers are likely to hold rates steady for a prolonged period, perhaps until the summer of 2027
USA, inflazione core sotto le attese: la crisi energetica morde meno?
Carburanti e voli aerei sono i driver dell’inflazione complessiva negli USA, ma le altre componenti compensano, portando l’inflazione core sotto le…
Softer US inflation, but the energy squeeze on spending power is becoming…
Consumer spending power is coming under increasing pressure amid rising energy costs
The US growth story to continues to hold up and inflation is elevated, delaying the potential for Fed rate cuts
The main US growth engine remains investment tied to tech and AI
Kazakhstan holds rates, indicates room for cuts
'Team Transitory' holds for now in the States
US inflation much more likely to be transitory this time around
Per la BCE non è il momento di andare in vacanza
Eurozona, la produzione industriale cala a maggio
ISM suggests the US economy started 2026 in a good place
Bank of Canada to look through inflation threat
Benign US inflation backdrop ahead of Iran action
The US is insulated, but not immune to the Middle East conflict
US GDP set to bounce back after government shutdown depresses 4Q activity
1Q GDP should be stronger, but the K-shaped dynamics of the details highlights vulnerabilities for the US economy
Evolution, not revolution for the Federal Reserve
Changes are coming at the Fed, but they are unlikely to be revolutionary
Spain’s economy ends 2025 with a bang
La Fed lascia i tassi invariati, nella parte alta del range neutrale
Benign US inflation keeps the door open for at least two further rate cuts
Tame US inflation gives the Fed room for more rate cuts
USA, l’inflazione meno pronunciata apre ai tagli dei tassi
US spending comes in stronger, but challenges remain
