GLOBAL MACRO INSIGHTS

Powell cut interest rates by 25 bps, navigating the Trump Second Term

As Jerome Powell faces the aftermath of Donald Trump’s re-election, the Federal Reserve is under new scrutiny. Powell’s timing on interest rate changes has been...

Bank of Japan Hints at Possible Rate Hike Amid Unwavering Inflation Goals

The Bank of Japan (BoJ) has once again decided to keep its benchmark interest rate unchanged, clinging to the path toward its inflation target. This...

Eurozone Inflation Climbs, Fueling ECB’s Slow Dance on Rate Cuts

Eurozone inflation has defied expectations again, giving the European Central Bank (ECB) yet another reason to drag its feet on interest rate cuts. According to...

The Fed: what’s next?

As Federal Reserve officials settle in for their two-day policy meeting starting Wednesday, they might want to consider a history lesson or two. The past...

The ECB’s Ever-Changing Tune: Following the Unpredictable Path to Rate Cuts

The European Central Bank (ECB) has once again cut interest rates—this is the third time in 2024—seizing the opportunity created by a faster-than-expected drop in...

Inflation is not dead

In September, underlying inflation in the United States rose more than anticipated, marking a pause in the recent progress toward easing price pressures. The core...

Controversial FED minutes bring more uncertainties

Federal Reserve Chairman Jerome Powell is unlikely to see his policy committee granting another significant interest rate cut as long as the labour market holds...

The Fed’s Balancing Act: From Soft Landing to No Landing?

The “no landing” scenario – where the US economy keeps growing, inflation creeps back, and the Federal Reserve finds itself with no room to cut...

Powell’s Slow Dismantling of Rate Hikes: A Measured Stroll Through Economic Uncertainty

With the fading echoes of the global inflation shock now receding, the trend towards lower borrowing costs seems poised to gain momentum as economies face...