View:
April 23, 2026
April 22, 2026
Bank of Canada Preview for April 29: No hawkish shift from energy price shock
April 22, 2026 5:28 PM UTC
The Bank of Canada meets on April 29 and looks set to leave rates unchanged at 2.25%. A quarterly Monetary Policy Report is due but given uncertainty the BoC may deliver a range of scenarios rather than an updated forecast. Despite the upside risks to overall inflation, recent subdued economic activ
FOMC Preview for April 29: Uncertainty keeping the Fed on hold
April 22, 2026 2:29 PM UTC
The FOMC meets on April 29 and there is little risk of a change in rates from the current target range of 3.5-3.75%. High uncertainty, both on the geopolitical situation and the future of the Fed, suggests there will be little forward guidance, and the dots will not be updated until the next meeting
Preview: Due April 23 - U.S. April S and P PMIs - Slightly firmer despite Middle East risk
April 22, 2026 12:33 PM UTC
We expect modest increases in April’s S and P PMIs, manufacturing to a healthy 52.5 from 52.3 and services to a neutral 50.0 after March’s 49.8 fell below neutral for the first time since January 2023.
Iran Conflict – Who Has the ‘Trump’ Card
April 22, 2026 9:17 AM UTC
When Trump aspires to reaching a deal, he thinks in either black or white. But whether it be political, economic or military the reality is that the world is always various shades of grey. This is very much evident in the way the Iran conflict was planned by the U.S. – the expected clear and r
UK CPI Review: Inflation Being Fuelled But Wages Still on the Wane?
April 22, 2026 6:35 AM UTC
What are energy induced price rises are now very evident, most notably in PPI data as well as the more closely watched CPI figures. Thus after a stable 3.0% (a 10-mth low) February’s headline – matching the consensus, headline CPI jumped to 3.3% in March. Services, however, rose from 4.3% a fo