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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
January 26, 2026
Rate Hold Masks Deeper Questions on BI’s Policy Independence
January 26, 2026 4:35 PM UTC
Bank Indonesia held rates in November as expected, prioritising rupiah and inflation stability over premature easing. While a December cut remains likely—especially if the Fed turns dovish—BI has made clear it will move only under the right conditions.
January 23, 2026
This week's five highlights
January 23, 2026 12:00 PM UTC
Trump on Greenland and the Fed
U.S. Initial Claims remain low in payroll survey week, GDP revised higher on inventories
U.S. Personal Income underperforming Spending, Core PCE Prices maintaining trend
BoJ Kept Rates Unchanged with Inflation Forecast Revised Higher
ECB Steady Signals