A less hawkish tone than expected from the Fed last week should fool no one. Inflation appears increasingly persistent, and investors may fully embrace the...
Global investors are unwinding their bets on local currency bonds, a trend that could potentially put pressure on central banks to raise interest rates. This...
The Fed’s view that the recent high inflation figures were transitory must now be reassessed. After a third consecutive month of price increases and the...
The United States has experienced a higher-than-expected inflation rate for the third consecutive month, primarily driven by increased rents and transportation costs. The core consumer...
Interpreting the Fed’s decision is more complicated than what the market wanted to take away. The good news is that Fed officials maintained their forecast...
The Bank of Japan has ended the most aggressive monetary stimulus program in modern history, removing the last negative interest rate in the world and...