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May 04, 2026
May 01, 2026
U.S. Fed's Kashkari, Hammack and Logan explain their hawkish dissents
May 1, 2026 2:42 PM UTC
The three hawkish dissents at the latest meeting were against an easing bias. Kashkari seems the most hawkish, with a leaning to tightening. Hammack and Logan both noted resilence in activity data as well as infltionary risk. There was a dovish dissent from Miran, but he will leave the Fed once Wars
U.S. April ISM Manufacturing - Stable but with higher inflationary pressure
May 1, 2026 2:22 PM UTC
April’s ISM manufacturing index at 52.7 is unchanged from March and slightly below expectations but this still means four straight clearly positive readings from an index that had been running below neutral for the ten preceding months.
Norges Bank Preview (May 7): A Close Call?
May 1, 2026 12:31 PM UTC
The next Norges Bank decision next Thursday will be a close call, not least after the clear pointer from the Board in March that at least one rate hike looms in the next couple of months. While we acknowledge the hawkish and active manner of the Board we adhere to a stable policy decision outlook