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October 01, 2026
France’s Fiscal and Political Challenges Grow. Could Le Pen Fix It?
October 1, 2026 4:08 PM UTC
France’s 10-year borrowing costs have climbed above 4.9%, reaching their highest level since the 2008 global financial crisis (GFC) with the OAT/Bund spread widening to around 130bps, the highest level for 14 years. The combination of intense domestic political fragmentation, rising fiscal concern
France’s Fiscal and Political Challenges Grow. Could Le Pen Fix It?
October 1, 2026 4:08 PM UTC
France’s 10-year borrowing costs have climbed above 4.9%, reaching their highest level since the 2008 global financial crisis (GFC) with the OAT/Bund spread widening to around 130bps, the highest level for 14 years. The combination of intense domestic political fragmentation, rising fiscal concern
September 30, 2026
September 29, 2026
EZ HICP Review: Higher Inflation Ahead. How Will the ECB Respond?
September 29, 2026 4:26 PM UTC
Headline annual inflation is likely to increase again in September given the push from higher oil and gas prices. CPI numbers from member countries such as Spain already point to a likely strong jump in the EZ September while the increase in the European Commission Selling Prices indicator also back
September 28, 2026
September 25, 2026
SNB: Keeps Rates Unchanged - in no Rush to Hike
September 25, 2026 11:06 AM UTC
Yesterday’s announcement left the SNB on hold at 0% while nudging its inflation forecast modestly upwards and dialling down its threat of intervention as a weakening in the Franc prompted it to pivot towards more vigilance on inflation. The market expects the SNB to hike early next year but we see
SNB: Keeps Rates Unchanged - in no Rush to Hike
September 25, 2026 11:05 AM UTC
Yesterday’s announcement left the SNB on hold at 0% while nudging its inflation forecast modestly upwards and dialling down its threat of intervention as a weakening in the Franc prompted it to pivot towards more vigilance on inflation. The market expects the SNB to hike early next year but we see
Mexico: Diverging From The Fed
September 25, 2026 7:52 AM UTC
· As expected Banxico left the policy rate unchanged at 6.50%, with the statement clarifying that the Mexican and U.S. economies are different and Banxico will not mechanically follow the Fed. The focus now is on the lagged benefit of easing and the inflation trajectory. Banxico will
September 24, 2026
Norges Bank hikes by 25bp
September 24, 2026 9:40 AM UTC
Norges bank increased rates by 25bp to 4.5% citing concerns over the inflation outlook. While the Bank noted that underlying inflation had moderated over the summer and was actually lower than they had expected in June, the outlook for inflation had not materially changed given the backdrop of highe