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Inflation/Deflation

Consumers’ Brighter Outlook Unlikely To Support Economy…

What do the mixed signals sent by the UK economy mean for the Bank of England, and what are the implications for Gilts and the British pound?

In this report, we gauge the reasons behind the persistently weak Norwegian krone, despite what appears to be benign domestic economic conditions.

CPI Blemishes Do Not Derail September Cut…
RBNZ Delivers A Surprise Cut…
Keep An Eye On World Shipping Costs…
Labor Market Trumps Inflation Right Now (For Bond Yields…
No Cuts In Sight For The RBA…

Our Portfolio Allocation Summary for August 2024.

RBA Still Has Its Work Cut Out For It…