Learn about economic developments around the world and their impact on the financial markets.
May
- Brazilian Central Bank not done hiking yet – 05/20/2025
- Despite RBA's dovish rate cut, easing likely to remain on a gradual path – 05/20/2025
- Rising after the thaw: China’s economy post-trade truce – 05/12/2025
- Bank of England cuts rates, signals gradual and careful monetary easing – 05/08/2025
- Easier to ease. Emerging market central banks can loosen the policy reins – 05/07/2025
- Patience is a virtue: Bank of Japan holds steady – 05/02/2025
April
- Argentina’s tidal wave of a sea change, but did the crest come too soon? – 04/23/2025
- Bank of Canada to tread carefully amid uncertain outlook – 04/22/2025
- European Central Bank still moving steadily along rate cut path – 04/17/2025
- U.S.-China trade tensions enter a new phase – 04/11/2025
- Strategic implications of “Liberation Day” – 04/03/2025
- Emerging markets FX vulnerability: Q2-2025 – 04/01/2025
March
- European Central Bank easing to slow as Eurozone outlook brightens – 03/27/2025
- Latin America central bank divergence on display – 03/24/2025
- Tariffs driving you crazy? A few more simulations to ease your mind – 03/06/2025
February
- Trump 2.0 & rising restrictive global trade policy – 02/27/2025
- Reserve Bank of Australia a late comer to global easing cycle – 02/19/2025
- Mexico travel takeaways – 02/18/2025
- U.K.: Slow growth, lingering inflation, gradual rate cuts – 02/13/2025
- Takeaways of Trump 2.0 two weeks in – 02/04/2025
January
- What options do emerging market policymakers have? Part 3 – 01/31/2025
- G10 central banks start the year in a dovish overall mood – 01/30/2025
- Bank of Japan hikes rates, signals more to come – 01/24/2025
- What options do emerging market policymakers have? Part 2 – 01/22/2025
- Eurozone’s uneven economic recovery means more monetary easing – 01/14/2025
- What options do emerging market policymakers have? Part I – 01/10/2025
- Sluggish growth & subdued inflation means more Bank of Canada easing – 01/08/2025
December
- G10 central banks don’t deliver any big holiday surprises – 12/19/2024
- China economic & FX outlook: Scenario analysis – 12/16/2024
- Brazil's “whatever it takes” moment – 12/12/2024