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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
January 22, 2026
Due to Risks, CBRT Continued Easing Cycle with 100 Bps Cut on January 22
January 22, 2026 12:52 PM UTC
Bottom Line: As we expected, Central Bank of Turkiye (CBRT) reduced the policy rate to 37% during the MPC meeting on January 22, indicating a cautious progress since a slower rate cut than December. With the bank committed to disinflation towards its 5% target, CBRT will likely proceed carefully on
January 21, 2026
South Africa Inflation Moderately Surged to 3.6% y/y in December
January 21, 2026 12:29 PM UTC
Bottom Line: Statistics South Africa (Stats SA) announced on January 21 that annual inflation edged up moderately to 3.6% y/y in December from 3.5% the previous month due to higher housing and utilities; and insurance and financial services prices. The change in the consumer price index (CPI) betwe