ECB cheat sheet: Difficult to pull away from the Fed
The ECB looks set to deliver at least two more hikes in this cycle.
ECB Cheat Sheet: Predictably unpredictable
Inflation data support ongoing hawkish rhetoric at the ECB but financial stability risk has markets substantially re-pricing the path for policy rates…
The ECB’s unfinished business to weigh on markets
When the ECB meets for the last time this year, it is likely to give markets a stern warning on inflation. This should push yields up as we see limited…
Despite higher-than-expected inflation in October, we expect the Bank of England to revert to a 50bp hike at its December meeting. Gilts are back to…
A 75bp hike looks like a done deal but the European Central Bank has a lot on its plate at its October meeting. Quantitative Tightening talks are…
Better late than never, the Bank of England rides to the gilt market’s rescue
Bank of England delivers a cautious hike
Bank of England to press ahead with tightening
A prescription for power – China's biotech boom and the new global…
G10 FX Talking: Dollar upside looks limited
Easing US price pressure dampen imminent Fed hike talk
FX Daily: Temporary calm, but European currencies remain vulnerable
FX Daily: Many drivers, no clear direction
Dollar Regime Change: The Prequel
USD: MEGA, Make Everyone (else) Great Again
