View:
June 15, 2026
U.S. May Industrial Production - Pause in a positive trend
June 15, 2026 1:30 PM UTC
May industrial production with a 0.1% increase and manufacturing unchanged was on the weak side of expectations. Near term revisions were positive but revisions further back were negative. Capacity utilization at 76.2% was as expected and the highest since July 2025.
June 12, 2026
June 11, 2026
BoE Preview (Jun 18): Splits to Widen, But Stable Policy Outlook Intact
June 11, 2026 10:26 AM UTC
Not only this month, but we see the BoE being on hold for the rest of the year with rate cuts then resuming through 2027. Although markets are pricing just over two hikes from the current 3.75% with a 50%-plus probability of the first being delivered at the July 30 MPC meeting, our view is hardly
June 10, 2026
Bank of Canada - On hold with balanced tone
June 10, 2026 3:21 PM UTC
While recognizing that oil is around $10 per barrel higher than was assumed in its April Monetary Policy Report, the Bank of Canada left rates unchanged at 2.25% with a balanced tone to the statement. As long as core inflation does not start showing feed through from energy the BoC looks likely to a
June 09, 2026
Norges Bank Preview (Jun 18): Forecast Update the Key
June 9, 2026 2:32 PM UTC
It may not have been a close call, but amid what were divided market expectations, the Norges Bank hiked afresh last month by 25 bp (to 4.25%), the first such move in two years. Admittedly, it had given a clear pointer in March of at least one rate hike probable in subsequent next couple of months