Expect core PCE to follow core CPI higher on September 27th (chart 2). The culprit was a mild acceleration of core services ...

The ECB failed to surprise on policy decision day as it delivered a well-telegraphed 25bps rate cut, while Lagarde poured cold water on small October cut bets that slightly weighed on European debt ...

The Bank of Canada and Federal Reserve should cut policy rates at each meeting for the remainder of the year and well into 2025. Growth is slowing as the impact of past tightening is felt but we ...

A packed week that is sure to trigger substantial global market volatility lies ahead. A major wave of global central bank decisions will be led by the Federal Reserve, the Bank of Japan, the PBOC, ...

The global week ahead’s main market focal points will include the last US inflation reading before the FOMC’s policy decision the following week, three central bank decisions (ECB, BCRP, Russia), ...

Markets have spoken. Trump lost the debate. US CPI probably won’t materially change anything for the Fed Weakness in the UK economy humbled forecasters I had a great day marketing the global outlook ...

Overnight, US equity futures and yields generally held to the uptrend that began around 11ET on Wednesday, leaving behind the volatile swings around the release of US CPI as market sentiment improves ...

Strong momentum in rates markets continued through Asia trading and early Europe with the US front end rallying 3/4bps to mark a roughly 15bps decline in 2s yields from their Tuesday intraday high.

Canadian jobs m/m 000s / UR %, SA, August: Actual: 22.1 / 6.6 Scotia: 30 / 6.5 Consensus: 25 / 6.5 Prior: -2.8 / 6.4 Sorry Canada-haters, but the country’s job market remains resilient! Focusing upon ...

It's the calm before tomorrow’s nonfarm payrolls (and Canadian jobs) that is driving muted changes across asset classes amid light developments so far this morning. The main focal points will be more ...

PERU: BCRP TAKES ITS REFERENCE RATE BELOW THE FED'S The board of the Central Bank of Peru (BCRP) was ahead of the Fed’s decision next Wednesday and cut its policy rate by 25 pbs, to 5.25%, contrary to ...

On August 23 rd, the Finance Ministry released its yearly economic policy framework document, the Marco Macroeconómico Multianual 2025–2028 (Multiannual Macroeconomic Framework 2025–2028, MMM). The ...