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BoE Preview (Dec 18): How Big a Split?
December 9, 2025 11:29 AM UTC
That the BoE will deliver a fifth 25 bp rate cut (to 3.75%) on Dec 18 is almost certain, even after a Budget that did not accentuate current emerging demand weakness. The question is whether the MPC vote will be as close as the 5:4 split seen last month but with Governor Bailey switching sides.
Americas First: New National Security Strategy
December 9, 2025 8:40 AM UTC
· The new NSS at one level reads like a Trump/MAGA current list of topics and desires, that may not translate into policy or a major shift of military assets. Trump has blown hot and cold on Europe and China over the past 12 months and could shift again. Nevertheless, the NSS does r
ECB Preview (Dec 18): Still in Good Place – or Even Better?
December 9, 2025 7:52 AM UTC
A fourth successive stable policy decision will be the almost inevitable outcome of the ECB Council meeting verdict on Dec 18, with the discount rate left at 2.0%. The likely unanimous vote will mask splits about whether policy has troughed or not, this mainly a result of differences within the Co