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May 01, 2026
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
April 30, 2026
BoE Review: MPC Playing Its Cards Safely (For Now)?
April 30, 2026 12:29 PM UTC
Very clearly, the BoE kept rates on hold with the MPC last month and the same decision was both expected and delivered this time around but with only token fresh dissent, with Chief Economist Pill wanting an immediate hike from the current 3.75%. But splits were more evident in the individual MPC
April 29, 2026
Bank of Canada - Policy seen appropriate under baseline assumptions, but risk may lean to upside
April 29, 2026 3:25 PM UTC
The Bank of Canada left rates unchanged at 2.25% as expected and Governor Macklem sees policy as appropriate under a BoC baseline that assumes oil prices evolves according to market expectations and US tariff rates remaining unchanged. This supports our view for steady BoC policy through 2026, thoug
April 28, 2026
U.S. April Consumer Confidence remains resilient, labor market view improves
April 28, 2026 2:26 PM UTC
The Conference Board’s consumer confidence index, as was the case in March, has proven surprisingly resilient to worries on gasoline prices, with the index seeing a third straight marginal rise, to 92.8 from 92.2.
April 27, 2026
Straits of Hormuz Standoff and Mixed Markets
April 27, 2026 9:02 AM UTC
• Equities longer time horizon means that they are hoping for a reopening of the Straits of Hormuz (though also being helped by renewed AI optimism), whereas government bond markets actually want to see tangible progress and an associated tempering of DM central banks posturing. This dive