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June 24, 2026
June 23, 2026
Preview: Due July 2 - U.S. June Employment (Non-Farm Payrolls) - World Cup boost versus underlying slowing
June 23, 2026 6:31 PM UTC
We expect June’s non-farm payroll to rise by 115k overall and by 125k in the private sector, the former a slowing from 172k in May but the latter marginally stronger than May’s 120k increase. We expect the unemployment rate to remain at 4.3% for a fourth straight month and an in line with trend
June 22, 2026
Eurozone Outlook: Has Inflation Peaked Already?
June 22, 2026 11:35 AM UTC
· Under our only slightly updated view of no further fighting in the Middle East, we see oil and gas prices largely consolidating recent falls before falling afresh from mid-2027.The current situation is very different from that of 2022 and the Ukraine War in which the EZ lost access to
June 19, 2026
Brazil: Slowing Pace of Cuts and BRL Strength
June 19, 2026 6:55 AM UTC
· Brazil cut the SELIC by 25bps to 14.25%, but received critiques from the market by raising end 2027 CPI inflation from 3.5% to 3.7% and talking about Q1 2028 in the relevant policy horizon. We feel that BCB still wants to leave the door open to further cuts in 2026, given how restrict
June 18, 2026
SNB: Holding Steady on Rates
June 18, 2026 7:54 AM UTC
The June quarterly assessment saw little shift in the forecasts for either growth or inflation (Figure 1), with the tone of the economic outlook remained guarded due to concerns over the Iran war on the global economy (forecasts though look to have been completed before the U.S. Iran deal). With