Inflation/Deflation
RBNZ: The Next Dove?
RBNZ…
Hawkish Concerns From FOMC Minutes Are Likely Overblown…
In this Insight, we revisit our "higher for longer" theme for the Reserve Bank of New Zealand, in light of the latest central bank meeting. In conclusion, we are inching towards a more dovish RBNZ ahead. Ergo, we recommend some fixed income and currency trades.
Hot UK CPI Pushes Back On Summer Rate Cut…
Ebbing Canadian Inflation Opens Door To Summer Rate Cut…
China's Property Rescue Package Is No Game Changer…
The BoC Will Cut Rates More Aggressively Than The Fed…
Industrial Metals Are First To Sniff Out A Recession…
US CPI Inflation Eases In April…
Our updated views on Treasury yields and Fed policy following this morning’s CPI report.