UK BoE Preview: One and Done?

November 3, 2026 3:02 PM UTC

The BoE is poised to lift policy rates to 4% this week with polls suggesting the vote will be 7-2 in favour of a 25bp move. The Bank will also update its macroeconomic projections to show a higher peak in inflation. Two external members, Taylor and Dhingra, are once again expected to vote to keep ra

UK BoE Preview: One and Done?

November 3, 2026 3:01 PM UTC

The BoE is poised to lift policy rates to 4% this week with polls suggesting the vote will be 7-2 in favour of a 25bp move. The Bank will also update its macroeconomic projections to show a higher peak in inflation. Two external members, Taylor and Dhingra, are once again expected to vote to keep ra

EZ CPI Preview - Another Piece of the Puzzle Before December's Hike

November 2, 2026 3:40 PM UTC

We expect headline annual inflation to hit 4% in October as the impact of the energy shock continues to filter through. That increase would represent a further uptick from the 3.8% recorded in September and from the 1.9% rate seen just before the start of the Middle East conflict. Preliminary nation

EZ CPI Preview - Another Piece of the Puzzle Before December's Hike

November 2, 2026 3:40 PM UTC

We expect headline annual inflation to hit 4% in October as the impact of the energy shock continues to filter through. That increase would represent a further uptick from the 3.8% recorded in September and from the 1.9% rate seen just before the start of the Middle East conflict. Preliminary nation

Eurozone Economy Remains Resilient in Q3 - Headwinds Ahead?

October 30, 2026 11:41 AM UTC

The economy expanded more than expected in Q3, rising 0.4% q/q from 0.6% before, with the Eurozone aggregate benefitting from Ireland’s large and volatile growth rate. Most of the larger member countries experienced weak quarter on quarter growth, with Germany’s economy increasing 0.2%, Italy’

Eurozone Economy Remains Resilient in Q3 - Headwinds Ahead?

October 30, 2026 11:41 AM UTC

The economy expanded more than expected in Q3, rising 0.4% q/q from 0.6% before, with the Eurozone aggregate benefitting from Ireland’s large and volatile growth rate. Most of the larger member countries experienced weak quarter on quarter growth, with Germany’s economy increasing 0.2%, Italy’

EZ Q3 GDP to Show Ongoing Resilience

October 29, 2026 9:00 PM UTC

GDP is expected to grow 0.2% q/q in Q3 following a large quarterly gain of 0.6% in Q2, a figure that had been boosted by Ireland’s significant expansion of 10.2% q/q - driven largely by a surge in multinational-dominated sectors, led by Information & Communication and high-value industry. Once Ire

EZ Q3 GDP to Show Ongoing Resilience

October 29, 2026 9:00 PM UTC

GDP is expected to grow 0.2% q/q in Q3 following a large quarterly gain of 0.6% in Q2, a figure that had been boosted by Ireland’s significant expansion of 10.2% q/q - driven largely by a surge in multinational-dominated sectors, led by Information & Communication and high-value industry. Once Ire

ECB Review: ECB Stays Put But December Hike Likely

October 29, 2026 3:28 PM UTC

As expected, the ECB kept the deposit rate unchanged at 2.50% but President Lagarde’s comments in the press conference largely paved the way for a 25bp hike in December, unless it is derailed by a further deterioration in financing conditions and a sharp worsening of the growth outlook. President

ECB Review: ECB Stays Put But December Hike Likely

October 29, 2026 3:27 PM UTC

As expected, the ECB kept the deposit rate unchanged at 2.50% but President Lagarde’s comments in the press conference largely paved the way for a 25bp hike in December, unless it is derailed by a further deterioration in financing conditions and a sharp worsening of the growth outlook. President

ECB Preview: October Hold but Markets to Focus on Response to Widening Spreads

October 28, 2026 3:55 PM UTC

The ECB is widely expected to keep rates on hold this Thursday with financial markets instead focusing on the tone of the statement and President Lagarde’s comments in the press conference. In particular, analysts will be keen to hear whether September’s hawkish language has changed given France

ECB Preview: October Hold but Markets to Focus on Response to Widening Spreads

October 28, 2026 3:55 PM UTC

The ECB is widely expected to keep rates on hold this Thursday with financial markets instead focusing on the tone of the statement and President Lagarde’s comments in the press conference. In particular, analysts will be keen to hear whether September’s hawkish language has changed given France

Strains bring financial conditions into the eurozone mix

October 21, 2026 9:06 AM UTC

* French stress and ECB Lagarde comments switch focus to the tightening in financial conditions
*Past studies show material impact from significant episodes...
* ...with possible implications for core bond demand, ECB pricing and the wider appetite for risk across FX and markets.

FOMC Preview for October 28: Tightening to be debated but delayed

October 20, 2026 2:58 PM UTC

The FOMC meets on October 28 and a strong case for a second straight tightening can be made and will certainly be debated at the meeting. However to appears more likely that the Fed will leave rates unchanged at 3.75-4.0%. It is likely that December’s meeting will see a tightening, but Chairman Wa

UK CPI Preview: Further Increase Will Push the BoE to Hike in November

October 19, 2026 8:47 AM UTC

This week’s CPI headline is expected to continue to reflect the impact of the oil price shock with markets seeing an increase to 3.4% y/y in September from 3.1% before. To date, energy has been the main culprit behind the rise in headline inflation with goods also showing a modest increase (see Fi

UK CPI Preview: Further Increase Will Push the BoE to Hike in November

October 19, 2026 8:46 AM UTC

This week’s CPI headline is expected to continue to reflect the impact of the oil price shock with markets seeing an increase to 3.4% y/y in September from 3.1% before. To date, energy has been the main culprit behind the rise in headline inflation with goods also showing a modest increase (see Fi

DM Money Supply and Private Sector Debt/GDP: Not Enough Borrowing?

October 16, 2026 9:05 AM UTC

·        The surge in U.S. household wealth from the post GFC boom in equity and house prices has meant household lending has been subdued but not hitting consumption. The AI infrastructure lending boom needs to be watched in the coming years, especially with the U.S. easing capital ratios.
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UK Growth Resilience Continues in August

October 15, 2026 7:32 AM UTC

In the event, growth did not contract by 0.1% m/m as consensus had expected, but grew 0.1% in August. While the month-on-month number can be volatile, the more reliable 3-month measure is showing the economy is proving to be a lot more resilient than many had expected. The better growth outturn alon

UK Growth Resilience Continues in August

October 15, 2026 7:32 AM UTC

In the event, growth did not contract by 0.1% m/m as consensus had expected, but grew 0.1% in August. While the month-on-month number can be volatile, the more reliable 3-month measure is showing the economy is proving to be a lot more resilient than many had expected. The better growth outturn alon

U.S. September CPI - Makes a case for tightening, will Warsh?

October 14, 2026 1:20 PM UTC

September’s core CPI is stronger than expected at 0.3% and at 0.335% before rounding a clear disappointment, with the strength broader based than August’s 0.29% when almost 0.1% came from what has proven a one-time bounce in telephone services. Overall CPI rise by 0.6% as expected, but was 0.649

U.S. September CPI - Makes a case for tightening, will Warsh?

October 14, 2026 1:19 PM UTC

September’s core CPI is stronger than expected at 0.3% and at 0.335% before rounding a clear disappointment, with the strength broader based than August’s 0.29% when almost 0.1% came from what has proven a one-time bounce in telephone services. Overall CPI rise by 0.6% as expected, but was 0.649