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February 03, 2026
India MPC Preview: Inflation Low, Rupee Lower: Why RBI May Keep Rates on Ice
February 3, 2026 6:36 AM UTC
The RBI is expected to hold rates at 5.25%, resisting pressure for further easing. With inflation near historic lows but the rupee under strain and private investment still muted, policy will focus on anchoring stability, managing liquidity, and allowing past cuts to percolate. Further accommodation
February 02, 2026
Preview: Due February 11 (government shutdown may delay) - U.S. January CPI - A stronger month but slower yr/yr
February 2, 2026 7:20 PM UTC
We expect a 0.2% increase in January’s CPI, with a 0.3% rise ex food and energy, though risks are to the upside with our forecasts before rounding being for gains of 0.24% overall and 0.34% ex food and energy. The latter would be the strongest since August.
EZ HICP Preview (Feb 4): Services Inflation Less Resilient as Headline to Slip Further
February 2, 2026 12:07 PM UTC
HICP inflation had been range bound for some 5-6 months between 2.0% and 2.2% with the November and October numbers in the middle of that range. And it seemingly stayed in that range falling to 2.0% in the December flash numbers, only to be revised down a further notch to 1.9% in the final HICP figu
January 30, 2026
ECB Preview: After GDP and Before Feb Meeting
January 30, 2026 10:05 AM UTC
· Most on the ECB council appear to be comfortable with steady policy in H1 2026, after a cumulative 200bps of cuts. This will likely be the overall message from the February 5 ECB meeting. This will paper over differences for 2027 among ECB council members. However, we agree with the
January 29, 2026
Brazil: March 50bps Cut?
January 29, 2026 7:22 AM UTC
Though the BCB remain focused on getting inflation converging towards the centre of the inflation target range at 3%, the January statement does suggest that an easing move will be delivered at the March meeting. With headline inflation falling, the real interest rate is going up and policy is becom
January 28, 2026
Bank of Canada - Rate Level Still Appropriate But Uncertainty Heightened
January 28, 2026 4:42 PM UTC
The Bank of Canada left rates unchanged at 2.25% as expected and continues to see the current policy rate as appropriate, Governor Macklem stating updated economic forecasts have not changed significantly since October. However in highlighting heightened uncertainty the statement appears to leave ri
January 27, 2026
India–EU Tie-Up Redraws Trade Lines
January 27, 2026 5:40 AM UTC
The India–EU FTA is more than a trade deal, it is a strategic alignment, forged in an era of global fragmentation. It offers India stable access to a wealthy, rules-based market, while providing Europe a direct foothold in Asia’s growth engine. In a world of transactional superpowers, it appears