MONETARY AFFAIRS

Review: The Fed Cut Rates In November, As the Market Awaits Trump

Review: Bank of England Cuts Rates In November, Reiterating Its “Gradual Approach”

by Brunello Rosa and Nato Balavadze

8 November

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Review: Bank of England Cuts Rates In November, Reiterating Its “Gradual Approach”

by Brunello Rosa and Nato Balavadze

7 November

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Preview: BOE To Cut Rates Again In November, After The Fiscally Tighter Budget

Review: Bank of England Cuts Rates In November, Reiterating Its “Gradual Approach”

Preview: BOE To Cut Rates Again In November, After The Fiscally Tighter Budget

by Brunello Rosa and Nato Balavadze

4 November

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Preview: Fed To Cut Rates by 25bps After The Presidential Election

Review: BOJ on Hold in October, While Keeping the Door Open For a December Hike

Preview: BOE To Cut Rates Again In November, After The Fiscally Tighter Budget

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

4 November

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Review: BOJ on Hold in October, While Keeping the Door Open For a December Hike

by Brunello Rosa and Nato Balavadze

31 October 2024

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Preview: BOJ On Hold Till Q1 2025

Review: BOJ on Hold in October, While Keeping the Door Open For a December Hike

by Brunello Rosa and Nouriel Roubini

29 October 2024

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Review: ECB Cut Rates, As It “Starts Breaking the Neck of Inflation”

Review: BOJ Keeps Rates Unchanged, But May Hike More If Its Outlook Materialises

Preview: ECB To Cut Rates in October and Possibly Back-to-Back Until March

by Brunello Rosa and Nato Balavadze

17 October 2024

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Preview: ECB To Cut Rates in October and Possibly Back-to-Back Until March

Review: BOJ Keeps Rates Unchanged, But May Hike More If Its Outlook Materialises

Preview: ECB To Cut Rates in October and Possibly Back-to-Back Until March

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

11 October 2024

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Review: BOJ Keeps Rates Unchanged, But May Hike More If Its Outlook Materialises

by Brunello Rosa and Nato Balavadze

20 September 2024

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Preview: BOJ To Stay on Hold in September. Another Hike In a Few Months

Review: BOJ Keeps Rates Unchanged, But May Hike More If Its Outlook Materialises

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

19 September 2024

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July - september 2024

Review: Bank of England Leaves Rates Unchanged and Confirms The Same Pace of QT

Fed To Begin Its Easing Cycle In September, With a 25bps Rate Cut But It is a Close Call on 50bps

Review: Bank of England Leaves Rates Unchanged and Confirms The Same Pace of QT

by Brunello Rosa and Nato Balavadze

19 September 2024

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Review: The Fed Starts Easing Cycle With 50bps Rate Cut

Fed To Begin Its Easing Cycle In September, With a 25bps Rate Cut But It is a Close Call on 50bps

Review: Bank of England Leaves Rates Unchanged and Confirms The Same Pace of QT

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

18 September 2024

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Fed To Begin Its Easing Cycle In September, With a 25bps Rate Cut But It is a Close Call on 50bps

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

16 September 2024

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Preview: BOE To Keep Rates Unchanged and Announce Around £100bn of QT In 2024-25

Preview: ECB To Cut The Deposit Rate by 25bps In September, And To Stick To Quarterly Easing

Fed To Begin Its Easing Cycle In September, With a 25bps Rate Cut But It is a Close Call on 50bps

By Brunello Rosa and Nato Balavadze

13 September 2024

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Review: ECB Cut Rates As Expected, And Keep The Door Open For Future Moves

Preview: ECB To Cut The Deposit Rate by 25bps In September, And To Stick To Quarterly Easing

By Brunello Rosa and Nato Balavadze

12 September 2024

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Preview: ECB To Cut The Deposit Rate by 25bps In September, And To Stick To Quarterly Easing

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

10 September 2024

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Review: Bank of England Cuts Rates, With a Razor-Thin Majority

Review: The Fed Remains on Hold in July, But Signals a Likely Cut in September

by Brunello Rosa and Nato Balavadze

1 August 2024

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Review: The Fed Remains on Hold in July, But Signals a Likely Cut in September

by Brunello Rosa and Nato Balavadze

31 July 2024

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Review: BOJ Raises Rates And Announces the Parameters of QT

Review: The Fed Remains on Hold in July, But Signals a Likely Cut in September

BoE Preview: A Narrow Majority for a Rate Cut, With a High Risk Of a Delay Till September

by Brunello Rosa and Nato Balavadze

31 July 2024

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BoE Preview: A Narrow Majority for a Rate Cut, With a High Risk Of a Delay Till September

by Brunello Rosa, Nouriel Roubini And Nato Balavadze

30 July 2024

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Preview: BOJ Likely to Increase Rates in July, But It Is a Close Call

BoE Preview: A Narrow Majority for a Rate Cut, With a High Risk Of a Delay Till September

Preview: Fed To Keep Rates on Hold in July, While Signaling Readiness For A September Cut

by Nouriel Roubini, Brunello Rosa And Nato Balavadze

30 July 2024

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Preview: Fed To Keep Rates on Hold in July, While Signaling Readiness For A September Cut

BoE Preview: A Narrow Majority for a Rate Cut, With a High Risk Of a Delay Till September

Preview: Fed To Keep Rates on Hold in July, While Signaling Readiness For A September Cut

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

29 July 2024

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May - July 2024

Review: ECB Keeps Rates on Hold In July, But the Door “Wide Open” for A September Cut

Preview: ECB to Stay on Hold in July, While Preparing For a “Live” Meeting in September

by Brunello Rosa and Nato Balavadze

18 July 2024

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Preview: ECB to Stay on Hold in July, While Preparing For a “Live” Meeting in September

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

15 July 2024

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Review: Bank of England Left Rates Unchanged and Pushes Any Decision To August

Preview: ECB to Stay on Hold in July, While Preparing For a “Live” Meeting in September

Preview: BOE Likely On Hold In June, But Preparing the Ground For a Rate Cut in August

by Brunello Rosa and Nato Balavadze

20 June 2024

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Preview: BOE Likely On Hold In June, But Preparing the Ground For a Rate Cut in August

Fed Review: FOMC on Hold, With Dot-Plot Showing Only One Rate Cut in 2024 (But 4 in 2025)

Preview: BOE Likely On Hold In June, But Preparing the Ground For a Rate Cut in August

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

17 June 2024

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Review: BOJ Remains On Hold in June, But Announces A Reduction in Bond Purchases in July

Fed Review: FOMC on Hold, With Dot-Plot Showing Only One Rate Cut in 2024 (But 4 in 2025)

by Brunello Rosa and Nato Balavadze

14 June 2024

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Fed Review: FOMC on Hold, With Dot-Plot Showing Only One Rate Cut in 2024 (But 4 in 2025)

by Brunello Rosa and Nato Balavadze

12 June 2024

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Preview: BOJ To Keep Rates on Hold, But a July Hike Is More Likely

Review: ECB Cut Rates, But Doesn’t Commit To Any Pre-Determined Easing Path

Preview: Fed Continues To be On Hold, As The Economy Remains Strong

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

12 June 2024

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Preview: Fed Continues To be On Hold, As The Economy Remains Strong

Review: ECB Cut Rates, But Doesn’t Commit To Any Pre-Determined Easing Path

Preview: Fed Continues To be On Hold, As The Economy Remains Strong

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

11 June 2024

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Review: ECB Cut Rates, But Doesn’t Commit To Any Pre-Determined Easing Path

Preview: ECB To Begin Its Easing Cycle in June. The “Battle for July” Continues.

by Brunello Rosa and Nato Balavadze

6 June 2024

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Preview: ECB To Begin Its Easing Cycle in June. The “Battle for July” Continues.

Review: Bank of England Opens The Door to a Cut In June (But It’s Not A Done Deal Yet!)

Preview: ECB To Begin Its Easing Cycle in June. The “Battle for July” Continues.

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

31 May 2024

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Review: Bank of England Opens The Door to a Cut In June (But It’s Not A Done Deal Yet!)

by Brunello Rosa and Nato Balavadze

9 May 2024

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Preview: BOE To Remain on Hold in May, While Providing Signals About Upcoming Cuts

Review: Bank of England Opens The Door to a Cut In June (But It’s Not A Done Deal Yet!)

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

6 May 2024

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March - May 2024

FOMC Review: The Fed Pushes Back The Timing Of The First Rate Cut, But Confirms Its Easing Bias

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

2 May 2024

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Preview: Fed To Keep Rates on Hold and Push Back The Beginning Of The Easing Cycle

FOMC Review: The Fed Pushes Back The Timing Of The First Rate Cut, But Confirms Its Easing Bias

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

30 April 2024

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Review: BOJ Keeps Rates Steady But Causes Further Yen Weakness

FOMC Review: The Fed Pushes Back The Timing Of The First Rate Cut, But Confirms Its Easing Bias

Review: BOJ Keeps Rates Steady But Causes Further Yen Weakness

by Brunello Rosa and Nato Balavadze

26 April 2024

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Preview: BOJ on Hold For The Time Being

Preview: ECB To Remain on Hold in April, With The Discussion on A Cut Also in July Already Begun

Review: BOJ Keeps Rates Steady But Causes Further Yen Weakness

by Nouriel Roubini and Nato Balavadze

24 April 2024

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Review: ECB Signals Its First Rate Cut in June, But Doesn’t Pre-Commit On The Easing Pace

Preview: ECB To Remain on Hold in April, With The Discussion on A Cut Also in July Already Begun

by Brunello Rosa and Nato Balavadze

11 April 2024

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Preview: ECB To Remain on Hold in April, With The Discussion on A Cut Also in July Already Begun

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

8 April 2024

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Review: BOE Gets Closer To The Beginning of its Easing Cycle

Review: The Fed Upgrades Its Forecasts, But Still Sees 3 Rate Cuts in 2024

by Brunello Rosa and Nato Balavadze

21 March 2024

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Review: The Fed Upgrades Its Forecasts, But Still Sees 3 Rate Cuts in 2024

by Brunello Rosa and Nato Balavadze

20 March 2024

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Review: BOJ Rises Rates and Removes YCC In Historic Move

Review: The Fed Upgrades Its Forecasts, But Still Sees 3 Rate Cuts in 2024

Preview: Fed To Confirm A Delay in The Beginning of The Easing Cycle

by Brunello Rosa and Nato Balavadze

19 March 2024

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Preview: Fed To Confirm A Delay in The Beginning of The Easing Cycle

Preview: MPC Still Split in March, but With an Eye On The Beginning of the Easing Cycle

Preview: Fed To Confirm A Delay in The Beginning of The Easing Cycle

by Brunello Rosa and Nato Balavadze

19 March 2024

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Preview: For the BOJ The Time for Policy Change Is Nearing, As Soon As March

Preview: MPC Still Split in March, but With an Eye On The Beginning of the Easing Cycle

by Nouriel Roubini and Nato Balavadze

18 March 2024

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Preview: MPC Still Split in March, but With an Eye On The Beginning of the Easing Cycle

by Brunello Rosa and Nato Balavadze

15 March 2024

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December 2023 - January 2024

Review: Keeps Policy Unchanged But Signals June As Time For First Rate Cut

by Brunello Rosa and Nato Balavadze

7 March 2024

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Preview: ECB To Buy Time Before Cutting Rates

Review: Keeps Policy Unchanged But Signals June As Time For First Rate Cut

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

4 March 2024

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Review: BOE Drops The Hiking Bias and Starts Moving Towards Policy Easing

Review: Keeps Policy Unchanged But Signals June As Time For First Rate Cut

Flash Review: The Fed Eliminates the Hiking Bias But Pushes Back Against A Rate Cut In March

by Brunello Rosa and Nato Balavadze

1 February 2024

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Flash Review: The Fed Eliminates the Hiking Bias But Pushes Back Against A Rate Cut In March

by Brunello Rosa and Nato Balavadze

31 January 2024

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Preview: Fed to Start Preparing The Ground For Rate Cuts

Flash Review: The Fed Eliminates the Hiking Bias But Pushes Back Against A Rate Cut In March

Flash Preview: BoE To Start Signalling A Shift In Its Policy Stance in January

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

29 January 2024

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Flash Preview: BoE To Start Signalling A Shift In Its Policy Stance in January

Flash Review: The Fed Eliminates the Hiking Bias But Pushes Back Against A Rate Cut In March

Flash Preview: BoE To Start Signalling A Shift In Its Policy Stance in January

by Brunello Rosa and Nato Balavadze

26 January 2024

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Review: ECB Tries To Push Back Expected Time of First Rate Cut To The Summer

Review: BOJ Suggests The End of Extra Easing Is On The Cards, But The Timing Remains Uncertain

by Brunello Rosa and Nato Balavadze

25 January 2024

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Review: BOJ Suggests The End of Extra Easing Is On The Cards, But The Timing Remains Uncertain

by Brunello Rosa and Nato Balavadze

23 January 2024

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Preview: ECB to Push Back Against Market Expectation of Early Rate Cuts

Review: BOJ Suggests The End of Extra Easing Is On The Cards, But The Timing Remains Uncertain

Preview: ECB to Push Back Against Market Expectation of Early Rate Cuts

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

23 January 2024

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Preview: BOJ To Keep Its Policy Stance Unchanged Post Earthquake

Preview: BOJ To Stay On Hold In December, With the Beginning of Rate Normalization in Sigh

Preview: ECB to Push Back Against Market Expectation of Early Rate Cuts

by Nouriel Roubini and Nato Balavadze

22 January 2024

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Review: BOJ Keeps Its Stance Unchanged and Remains Cautious Regarding Future Tightening

Preview: BOJ To Stay On Hold In December, With the Beginning of Rate Normalization in Sigh

by Brunello Rosa and Nato Balavadze

19 December 2023

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Preview: BOJ To Stay On Hold In December, With the Beginning of Rate Normalization in Sigh

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

18 December 2023

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September - December 2023

Review: ECB on Hold on Rates, But Announces Tapering of PEPP Reinvestment

Flash Review: The Fed Keeps Rates on Hold, But SEP signals Three cuts in 2024

by Brunello Rosa and Nato Balavadze

14 December 2023

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Flash Review: The Fed Keeps Rates on Hold, But SEP signals Three cuts in 2024

by Brunello Rosa and Nato Balavadze

14 December 2023

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Flash Review: The Fed Keeps Rates on Hold, But SEP signals Three cuts in 2024

by Brunello Rosa and Nato Balavadze

13 December 2023

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Preview: ECB on Hold In December, With First Indications on PEPP Reinvestment

Flash Review: The Fed Keeps Rates on Hold, But SEP signals Three cuts in 2024

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

13 December 2023

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Flash Preview: BoE To Stay on Hold in December

Preview: ECB on Hold In December, With First Indications on PEPP Reinvestment

Review: BOE Remains On Hold Also In November, But Could Raise Rates Further

by Brunello Rosa and Nato Balavadze

11 December 2023

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Review: BOE Remains On Hold Also In November, But Could Raise Rates Further

Preview: ECB on Hold In December, With First Indications on PEPP Reinvestment

Review: BOE Remains On Hold Also In November, But Could Raise Rates Further

by Brunello Rosa and Nato Balavadze

2 November 2023

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Flash Review: The Fed Skips Also November, But Keeps a Tightening Bias

Flash Preview: BoE To Stay On Hold Also in November, as the “Table Mountain” Becomes More Likely

by Brunello Rosa and Nato Balavadze

1 November 2023

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Flash Preview: BoE To Stay On Hold Also in November, as the “Table Mountain” Becomes More Likely

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

31 October 2023

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Preview: “High For Longer” Is More Likely Than “Higher For Longer”

Flash Preview: BoE To Stay On Hold Also in November, as the “Table Mountain” Becomes More Likely

Review: ECB is “On Hold” But It Does Not Rule Out Further Rate Hikes

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

30 October 2023

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Review: ECB is “On Hold” But It Does Not Rule Out Further Rate Hikes

Preview: ECB to Stay on Hold In October, The Battle Will Be On The Length of The “Pause”

Review: ECB is “On Hold” But It Does Not Rule Out Further Rate Hikes

by Brunello Rosa and Nato Balavadze

26 October 2023

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Preview: ECB to Stay on Hold In October, The Battle Will Be On The Length of The “Pause”

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

24 October 2023

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Review: In a Split Decision, The BOE Pauses After the Lower Inflation Data

Preview: ECB to Stay on Hold In October, The Battle Will Be On The Length of The “Pause”

by Brunello Rosa and Nato Balavadze

21 September 2023

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July - September 2023

Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023

by Brunello Rosa and Nato Balavadze

20 September 2023

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Preview: Fed To Skip The September Hike, But May Hike Again This Year

Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

19 September 2023

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Flash Preview: BoE Set To Increase Rates, While Closely Watching Inflation Data

Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023

Flash Preview: BoE Set To Increase Rates, While Closely Watching Inflation Data

by Brunello Rosa and Nato Balavadze

18 September 2023

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Review: ECB Hikes Rates and Hints at the Peak of The Tightening Cycle

Review: BOE Hikes Again As It Sees First Signs of “Persistent” Inflation Crystallising

Flash Preview: BoE Set To Increase Rates, While Closely Watching Inflation Data

by Brunello Rosa and Nato Balavadze

14 September 2023

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Preview: ECB To “Skip” the Hike in September, In a Finely Balanced Decision

Review: BOE Hikes Again As It Sees First Signs of “Persistent” Inflation Crystallising

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

11 September 2023

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Review: BOE Hikes Again As It Sees First Signs of “Persistent” Inflation Crystallising

by Brunello Rosa and Nato Balavadze

3 August 2023

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Flash Preview: BoE To Continue Its Tightening Policy In July

Review: BOJ To Conduct Yield Curve Control With Greater Flexibility

by Brunello Rosa and Nato Balavadze

28 July 2023

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Review: BOJ To Conduct Yield Curve Control With Greater Flexibility

by Brunello Rosa and Nato Balavadze

28 July 2023

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Review: ECB Hikes Rates and Moves to Fully Data-Dependent Mode

Review: BOJ To Conduct Yield Curve Control With Greater Flexibility

Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting

by Brunello Rosa and Nato Balavadze

27 July 2023

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Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting

by Brunello Rosa and Nato Balavadze

26 July 2023

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Preview: BOJ Most Likely To Stay Put In July

Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting

Preview: Fed To Hike in July But Not Decided If That Is The Last Hike

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

25 July 2023

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Preview: Fed To Hike in July But Not Decided If That Is The Last Hike

Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting

Preview: Fed To Hike in July But Not Decided If That Is The Last Hike

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

24 July 2023

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May - July 2023

ECB To Hike Rates in July and Signal Possible Tightening Ahead While Remaining Data Dependent

Flash Preview: BoE To Increase Rates In June and Suggest That the Tightening Cycle is Not Over Yet

ECB To Hike Rates in July and Signal Possible Tightening Ahead While Remaining Data Dependent

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

24 July 2023

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Review: BOE Increases Rates More Than Expected After The Inflation Surprise

Flash Preview: BoE To Increase Rates In June and Suggest That the Tightening Cycle is Not Over Yet

ECB To Hike Rates in July and Signal Possible Tightening Ahead While Remaining Data Dependent

by Brunello Rosa and Nato Balavadze

22 June 2023

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Flash Preview: BoE To Increase Rates In June and Suggest That the Tightening Cycle is Not Over Yet

by Brunello Rosa and Nato Balavadze

16 June 2023

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Review: ECB Increases Rates in June, And Hints At July’s, And Possibly Further, Hikes

Fed “Skips” June, But Signals Two More Hikes To Come in 2023, With July Becoming a “Live” Meeting

Flash Preview: BoE To Increase Rates In June and Suggest That the Tightening Cycle is Not Over Yet

by Brunello Rosa and Nato Balavadze

15 June 2023

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Fed “Skips” June, But Signals Two More Hikes To Come in 2023, With July Becoming a “Live” Meeting

by Brunello Rosa and Nato Balavadze

14 June 2023

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Preview: ECB To Slot In Another 25bps Hike In June, Opening The Discussion on July

Fed “Skips” June, But Signals Two More Hikes To Come in 2023, With July Becoming a “Live” Meeting

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

12 June 2023

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Preview: Fed To Deliver a Hawkish Pause in June

BoE To Increase Rates In May And Signal that Further Hikes May be Needed To Tame Inflation

Flash Review: BOE Hikes Rates by 25bps and Maintains a Hawkish Bias

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

12 June 2023

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Flash Review: BOE Hikes Rates by 25bps and Maintains a Hawkish Bias

BoE To Increase Rates In May And Signal that Further Hikes May be Needed To Tame Inflation

Flash Review: BOE Hikes Rates by 25bps and Maintains a Hawkish Bias

by Brunello Rosa and Nato Balavadze

11 May 2023

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BoE To Increase Rates In May And Signal that Further Hikes May be Needed To Tame Inflation

“Non-Pausing” ECB Increases Rates, Signals Further Hikes and Will Stop APP Re-investment in July

by Brunello Rosa and Nato Balavadze

5 May 2023

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“Non-Pausing” ECB Increases Rates, Signals Further Hikes and Will Stop APP Re-investment in July

The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias

“Non-Pausing” ECB Increases Rates, Signals Further Hikes and Will Stop APP Re-investment in July

by Brunello Rosa and Nato Balavadze

4 May 2023

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The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias

by Brunello Rosa and Nato Balavadze

3 May 2023

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Preview: ECB To Increase Rates By 25bps in May and Remain Hawkish

The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

2 May 2023

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January - May 2023

Preview: Fed To Increase Rates by 25bps in May and Signal a Hawkish Pause

Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023

Flash Review: BOE Increases Rates In Spite of Ongoing Banking Crises, Given Stubborn Inflation

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

1 May 2023

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Flash Review: BOE Increases Rates In Spite of Ongoing Banking Crises, Given Stubborn Inflation

Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023

Flash Review: BOE Increases Rates In Spite of Ongoing Banking Crises, Given Stubborn Inflation

by Brunello Rosa and Nato Balavadze

23 March 2023

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Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023

by Brunello Rosa and Nato Balavadze

22 March 2023

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Preview: Fed Likely To Increase Rates by 25bps, In Spite of Financial Stability Risks

ECB Increases Rates and Confirms to Be Data Dependent, But “There’s More Ground To Cover”

Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

20 March 2023

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In a Finely Balanced Decision, We Expect The BoE To Raise Rates In March

ECB Increases Rates and Confirms to Be Data Dependent, But “There’s More Ground To Cover”

by Brunello Rosa and Nato Balavadze

17 March 2023

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ECB Increases Rates and Confirms to Be Data Dependent, But “There’s More Ground To Cover”

by Brunello Rosa and Nato Balavadze

16 March 2023

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ECB Preview Update: Uncertainty On ECB Decision Increases

ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions

by Brunello Rosa and Nouriel Roubini

14 March 2023

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ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

13 February 2023

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Review: ECB Hikes Rates In February and Signals a 50bps Increase in March But The Market Rallies

ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions

Review: ECB Hikes Rates In February and Signals a 50bps Increase in March But The Market Rallies

by Brunello Rosa and Nato Balavadze

2 February 2023

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Flash Review: BOE Increase Rates Again, But Signal A Potential End To Its Tightening Cycle

Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight

Review: ECB Hikes Rates In February and Signals a 50bps Increase in March But The Market Rallies

by Brunello Rosa and Nato Balavadze

2 February 2023

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Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight

by Brunello Rosa and Nato Balavadze

1 February 2023

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Preview: Fed To Further Reduce Its Pace of Tightening in February but Signal Further Rate Hikes

Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

30 January 2023

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November 2022- January 2023

Preview: ECB To Enter Into Persistent Tightening Territory in February

Flash Review: BOJ Surprised The Market Again, And Left Its Policy Unchanged In January

Preview: ECB To Enter Into Persistent Tightening Territory in February

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

30 January 2023

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Flash Preview: BoE To Deliver a 50bps Rate Increase in February

Flash Review: BOJ Surprised The Market Again, And Left Its Policy Unchanged In January

Preview: ECB To Enter Into Persistent Tightening Territory in February

by Brunello Rosa and Nato Balavadze

27 January 2023

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Flash Review: BOJ Surprised The Market Again, And Left Its Policy Unchanged In January

Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms

by Brunello Rosa and Nato Balavadze

18 January 2023

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Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

16 January 2023

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Review: Norges Bank and SNB Are Approaching The End of Their Tightening Cycles

Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms

Review: ECB Reduces The Pace of Rate Increases, But Announces Early Beginning of QT

by Brunello Rosa

15 December 2022

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Review: ECB Reduces The Pace of Rate Increases, But Announces Early Beginning of QT

Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms

Review: ECB Reduces The Pace of Rate Increases, But Announces Early Beginning of QT

by Brunello Rosa and Nato Balavadze

15 December 2022

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Flash Review: The BOE Increase Bank Rate by 50bps, With A Dovish Three-Way MPC Split

Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle

Flash Review: Fed Reduces The Pace of Rate Hikes, But Policy Is Yet “Not Restrictive Enough”

by Brunello Rosa and Nato Balavadze

15 December 2022

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Flash Review: Fed Reduces The Pace of Rate Hikes, But Policy Is Yet “Not Restrictive Enough”

Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle

Flash Review: Fed Reduces The Pace of Rate Hikes, But Policy Is Yet “Not Restrictive Enough”

by Brunello Rosa and Nato Balavadze

14 December 2022

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Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

13 December 2022

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Preview: BoE To Continue Increasing Rates In Spite Of The Incipient Recession

Flash Review: BOE Increases Rates While Forecasting A Prolonged Recession in the UK

Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle

Brunello Rosa and Nato Balavadze

12 December 2022

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Preview: Fed To Slow Down The Pace Of Rate Hikes But To Signal A Higher Peak

Flash Review: BOE Increases Rates While Forecasting A Prolonged Recession in the UK

Nouriel Roubini, Brunello Rosa and Nato Balavadze

12 December 2022

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Flash Review: BOE Increases Rates While Forecasting A Prolonged Recession in the UK

Brunello Rosa and Nato Balavadze

3 November 2022

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AUGUST - NOVEMBER 2022

After Jumbo Hike, The Fed Signals A Higher Terminal Rate In Spite of A Slower Pace of Tightening

Brunello Rosa and Nato Balavadze

2 November 2022

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Flash Preview: BoE To Increase Rates by (At Least) 75bps in November

After Jumbo Hike, The Fed Signals A Higher Terminal Rate In Spite of A Slower Pace of Tightening

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

2 November 2022

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Fed To Continue With Another Jumbo Hike While Signaling a Slowdown in the Pace of Rate Hikes

After Jumbo Hike, The Fed Signals A Higher Terminal Rate In Spite of A Slower Pace of Tightening

Fed To Continue With Another Jumbo Hike While Signaling a Slowdown in the Pace of Rate Hikes

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

1 November 2022

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Review: ECB Delivers Another Jumbo Rate Hike, And Promises More Tightening Ahead

Review: BOE Raises Rates But Does Not Join The “75bps Hikes” Group on Weakening Economic Activity

Fed To Continue With Another Jumbo Hike While Signaling a Slowdown in the Pace of Rate Hikes

Brunello Rosa and Nato Balavadze

27 October 2022

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ECB Preview: Another Jumbo Rate Hike Is On The Table for October

Review: BOE Raises Rates But Does Not Join The “75bps Hikes” Group on Weakening Economic Activity

Nouriel Roubini, Brunello Rosa and Nato Balavadze

24 October 2022

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Review: BOE Raises Rates But Does Not Join The “75bps Hikes” Group on Weakening Economic Activity

Brunello Rosa and Nato Balavadze

22 September 2022

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Flash Review: Fed Raises Rates by 75bps, But Announces Slower Hiking Pace Ahead

Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022

Brunello Rosa and Nato Balavadze

21 September 2022

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Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022

Nouriel Roubini, Brunello Rosa and Nato Balavadze

20 September 2022

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Flash Preview: BoE to Increase Rates by 50bps Again In September

Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022

Flash Review: ECB Increases Its Policy Rates by 75bps And Aims at “Neutral Rate”

by Brunello Rosa and Nato Balavadze

9 September 2022

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Flash Review: ECB Increases Its Policy Rates by 75bps And Aims at “Neutral Rate”

BOE Raise Rates, but Now Needs to Strike a Balance Between Rising Inflation and Upcoming Recession

Flash Review: ECB Increases Its Policy Rates by 75bps And Aims at “Neutral Rate”

by Brunello Rosa and Nato Balavadze

8 September 2022

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Preview: ECB to Increase Rates by At Least 50bps in September

BOE Raise Rates, but Now Needs to Strike a Balance Between Rising Inflation and Upcoming Recession

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

6 September 2022

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BOE Raise Rates, but Now Needs to Strike a Balance Between Rising Inflation and Upcoming Recession

by Brunello Rosa and Nato Balavadze

4 August 2022

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june - july 2022

Flash Preview: BoE To Increase Bank Rate by 50bps in August

Preview: For Now The Fed to Continue Its Policy Tightening Undeterred by The Weakening Economy

Flash Review: Fed Hikes Fed Funds by 75bps, But Ongoing Rate Increases Will be Data Dependent

by Brunello Rosa and Nato Balavadze

29 July 2022

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Flash Review: Fed Hikes Fed Funds by 75bps, But Ongoing Rate Increases Will be Data Dependent

Preview: For Now The Fed to Continue Its Policy Tightening Undeterred by The Weakening Economy

Flash Review: Fed Hikes Fed Funds by 75bps, But Ongoing Rate Increases Will be Data Dependent

by Brunello Rosa and Nato Balavadze

27 July 2022

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Preview: For Now The Fed to Continue Its Policy Tightening Undeterred by The Weakening Economy

Flash Review: The ECB Hikes More Than Expected Thanks To Its New Transmission Protection Instrument

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

25 July 2022

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Flash Review: The ECB Hikes More Than Expected Thanks To Its New Transmission Protection Instrument

by Brunello Rosa and Nato Balavadze

21 July 2022

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ECB To Start Its Policy Rate Normalisation and Launch Its Anti-Fragmentation Facility in July

Flash Review: The ECB Hikes More Than Expected Thanks To Its New Transmission Protection Instrument

ECB To Start Its Policy Rate Normalisation and Launch Its Anti-Fragmentation Facility in July

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

16 July 2022

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Flash Review: Bank of England Increases Rates by 25bps in June

Flash Review: The ECB Hikes More Than Expected Thanks To Its New Transmission Protection Instrument

ECB To Start Its Policy Rate Normalisation and Launch Its Anti-Fragmentation Facility in July

by Brunello Rosa and Nato Balavadze

16 June 2022

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Flash Review: Fed Front-Loads Its Tightening Cycle With A 75bps Hike in June

Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End

Flash Review: Fed Front-Loads Its Tightening Cycle With A 75bps Hike in June

by Brunello Rosa and Nato Balavadze

15 June 2022

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Flash Preview Change: Fed To Increase Rates by 75bps in June and July

Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End

Flash Review: Fed Front-Loads Its Tightening Cycle With A 75bps Hike in June

by Nouriel Roubini

14 June 2022

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Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

13 June 2022

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Flash Preview: Yet Another Rate Hike From the BoE In June

Flash Review: The ECB Signals The Beginning of Rate Normalisation in July

Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End

by Brunello Rosa and Nato Balavadze

10 June 2022

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Flash Review: The ECB Signals The Beginning of Rate Normalisation in July

by Brunello Rosa and Nato Balavadze

9 June 2022

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Flash Preview: ECB Prepares The Ground For The Rates Liftoff

Flash Review: The ECB Signals The Beginning of Rate Normalisation in July

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

2 June 2022

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MARCH - MAY 2022

Flash Review: BOE Raises Rates and Begins The Process Of Asset Sales

Flash Review: Federal Reserve Raises Rates, Begins QT, And Signals More Tightening Ahead

by Brunello Rosa and Nato Balavadze

5 May 2022

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Flash Review: Federal Reserve Raises Rates, Begins QT, And Signals More Tightening Ahead

by Brunello Rosa and Nato Balavadze

4 May 2022

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Fed Preview: FOMC To Increase Rates by 50bps And Start QT In May

Flash Review: Federal Reserve Raises Rates, Begins QT, And Signals More Tightening Ahead

Flash Preview: BOE To Increase Rates for The Fourth Time in A Row To Respond To Surging Inflation

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

2 May 2022

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Flash Preview: BOE To Increase Rates for The Fourth Time in A Row To Respond To Surging Inflation

by Brunello Rosa and Nato Balavadze

29 April 2022

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Flash Review: ECB Sees Higher Chance of Net Asset Purchases Ending in Q3

Flash Preview: BOE To Increase Rates for The Fourth Time in A Row To Respond To Surging Inflation

Flash Review: ECB Sees Higher Chance of Net Asset Purchases Ending in Q3

by Brunello Rosa and Nato Balavadze

14 April 2022

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Flash Preview: ECB Preparing The Ground For Policy Decisions In June

Flash Preview: BOE To Increase Rates for The Fourth Time in A Row To Respond To Surging Inflation

Flash Review: ECB Sees Higher Chance of Net Asset Purchases Ending in Q3

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

11 April 2022

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Flash Review: A Less “Hawkish” BOE Continues Its Policy Normalisation Process

Flash Preview: Bank Of England To Increase Rates For the Third Time Running in March

Flash Review: A Less “Hawkish” BOE Continues Its Policy Normalisation Process

by Brunello Rosa and Nato Balavadze

17 March 2022

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Flash Review: Fed Raises Rates and Announces Imminent Beginning of QT

Flash Preview: Bank Of England To Increase Rates For the Third Time Running in March

Flash Review: A Less “Hawkish” BOE Continues Its Policy Normalisation Process

by Brunello Rosa

16 March 2022

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Flash Preview: Bank Of England To Increase Rates For the Third Time Running in March

by Brunello Rosa and Nato Balavadze

14 March 2022

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Flash Preview: US Fed To Begin Its Policy Rate Normalization Plan

Flash Review: ECB Remains Hawkish To Counter The Inflationary Impact of The War in Ukraine

Flash Preview: Bank Of England To Increase Rates For the Third Time Running in March

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

14 March 2022

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Flash Review: ECB Remains Hawkish To Counter The Inflationary Impact of The War in Ukraine

by Brunello Rosa

10 March 2022

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Flash Preview: ECB To End APP and Assess The Stagflationary Impact of The War In Ukraine

Flash Review: ECB Remains Hawkish To Counter The Inflationary Impact of The War in Ukraine

by Brunello Rosa, Nouriel Roubini and Nato Balavadze

4 March 2022

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December 2021 - February 2022

Flash Review: Hawkish RBNZ Rises Rates and Announces Further Future Hikes

Flash Review: The Riksbank Narrowly Keeps Its Policy Stance Unchanged in February

by Brunello Rosa and Nato Balavadze

23 February 2022

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Flash Review: The Riksbank Narrowly Keeps Its Policy Stance Unchanged in February

by Brunello Rosa and Nato Balavadze

10 February 2022

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Flash Review: ECB Signals A Policy Shift To Occur In March

Flash Review: The Riksbank Narrowly Keeps Its Policy Stance Unchanged in February

Flash Review: BoE Delivers Back-to-Back Hike And Signals More Rate Rises

by Brunello Rosa

3 February 2022

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Flash Review: BoE Delivers Back-to-Back Hike And Signals More Rate Rises

Flash Preview: BoE To Increase Rates Again To Keep Up With Inflation Surge

Flash Review: BoE Delivers Back-to-Back Hike And Signals More Rate Rises

by Brunello Rosa and Nato Balavadze

3 February 2022

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Flash Preview: BoE To Increase Rates Again To Keep Up With Inflation Surge

by Brunello Rosa and Nato Balavadze

28 January 2022

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Flash Preview: ECB To Further Clarify Its Policy Stance After March

Flash Preview: BoE To Increase Rates Again To Keep Up With Inflation Surge

by Brunello Rosa and Nouriel Roubini

28 January 2022

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Flash Review: Fed Confirms First Hike in March and Mulls Balance Sheet Run-off

FOMC Preview: Fed To Signal a March Lift-Off and Prepare the Ground for Mid-Year Run-Off Start

Flash Review: Fed Confirms First Hike in March and Mulls Balance Sheet Run-off

by Brunello Rosa and Nato Balavadze

27 January 2022

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Flash Review: Hawkish BOC Flags Upcoming Rate Normalisation

FOMC Preview: Fed To Signal a March Lift-Off and Prepare the Ground for Mid-Year Run-Off Start

Flash Review: Fed Confirms First Hike in March and Mulls Balance Sheet Run-off

by Brunello Rosa and Nato Balavadze

27 January 2022

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FOMC Preview: Fed To Signal a March Lift-Off and Prepare the Ground for Mid-Year Run-Off Start

by Nouriel Roubini and Brunello Rosa

24 January 2022

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Major G10 Central Banks Turn Hawkish As Inflation Rises and Omicron Spreads

Flash Preview: FOMC To Accelerate QE Tapering and Start Hiking Rates by Mid 2022

FOMC Preview: Fed To Signal a March Lift-Off and Prepare the Ground for Mid-Year Run-Off Start

by Brunello Rosa

17 December 2021

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Preview: ECB To Launch Its Post-Pandemic Policy Package

Flash Preview: FOMC To Accelerate QE Tapering and Start Hiking Rates by Mid 2022

by Brunello Rosa and Nouriel Roubini

13 December 2021

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Flash Preview: FOMC To Accelerate QE Tapering and Start Hiking Rates by Mid 2022

by Nouriel Roubini and Brunello Rosa

13 December 2021

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September - December 2021

Flash Preview – Bank Of England To Remain On Hold As The UK Moves To Plan B on Omicron Variant

by Brunello Rosa

10 December 2021

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Flash Review: BOE Surprises The Market By Keeping Its Interest Rates Unchanged In November

Flash Preview – Bank Of England To Remain On Hold As The UK Moves To Plan B on Omicron Variant

by Brunello Rosa

4 November 2021

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Flash Review: Fed To Begin QE Tapering in November, While Keeping Some Optionality On The Pace

Flash Preview – Bank Of England To Remain On Hold As The UK Moves To Plan B on Omicron Variant

Flash Review: Fed To Begin QE Tapering in November, While Keeping Some Optionality On The Pace

by Brunello Rosa

3 November 2021

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Flash Preview: Fed To Announce QE Tapering Beginning In Mid-November

Flash Review: Fed To Begin QE Tapering in November, While Keeping Some Optionality On The Pace

by Brunello Rosa and Nouriel Roubini

1 November 2021

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Flash Preview: BoE Ready To Increase Its Bank Rate in November

Flash Preview: Fed To Announce QE Tapering Beginning In Mid-November

Flash Review: ECB To End PEEP In March, While Avoiding A Cliff Edge

by Brunello Rosa and Nouriel Roubini

29 October 2021

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Flash Review: ECB To End PEEP In March, While Avoiding A Cliff Edge

Flash Preview: Fed To Announce QE Tapering Beginning In Mid-November

Flash Review: ECB To End PEEP In March, While Avoiding A Cliff Edge

by Brunello Rosa

28 October 2021

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Flash Preview: ECB Mulling Over The Policies For The Post Pandemic Period

Flash Review: RBNZ Raises Interest Rates, Second G10 Central Bank In This Cycle

by Brunello Rosa and Nouriel Roubini

25 October 2021

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Flash Review: RBNZ Raises Interest Rates, Second G10 Central Bank In This Cycle

by Brunello Rosa

6 October 2021

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Flash Review: Norges Bank Raises Rates, First G10 Central Bank In This Cycle

Flash Review: RBNZ Raises Interest Rates, Second G10 Central Bank In This Cycle

Flash Review: Norges Bank Raises Rates, First G10 Central Bank In This Cycle

by Brunello Rosa and Karmen Meneses

23 September 2021

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Flash Review – Bank of England Turns Hawkish In September

Review: Fed Gives Advance Notice of The Beginning of Tapering, Possibly As Early As In November

Flash Review: Norges Bank Raises Rates, First G10 Central Bank In This Cycle

by Brunello Rosa and Fawaz Sulaiman Al Mughrabi

23 September 2021

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Review: Fed Gives Advance Notice of The Beginning of Tapering, Possibly As Early As In November

by Brunello Rosa

22 September 2021

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Flash Review – The BoJ Reveals the Details Of Its Green Lending Program

Review: Fed Gives Advance Notice of The Beginning of Tapering, Possibly As Early As In November

by Brunello Rosa and Karmen Meneses

22 September 2021

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July - September 2021

FOMC To Provide Advance Notice That Taper Start Is Upcoming, With An Option to Delay If Needed

by Nouriel Roubini and Alessandro Magnoli

20 September 2021

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Flash Preview: Bank Of Japan To Delay Scaling Back Its Covid-Related Emergency Measures

FOMC To Provide Advance Notice That Taper Start Is Upcoming, With An Option to Delay If Needed

by Brunello Rosa, Fawaz Al Mughrabi

16 September 2021

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Flash Preview: Bank Of England To Stay On Hold While Inflation Soars

FOMC To Provide Advance Notice That Taper Start Is Upcoming, With An Option to Delay If Needed

Flash Review: The ECB Recalibrates PEPP by Moderately Reducing The Pace of Purchases

by Brunello Rosa and Karmen Meneses

16 September 2021

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Flash Review: The ECB Recalibrates PEPP by Moderately Reducing The Pace of Purchases

Flash Review: RBNZ Postpones Its Rate Hike After The Government Suddenly Imposes A New Lockdown

Flash Review: The ECB Recalibrates PEPP by Moderately Reducing The Pace of Purchases

by Brunello Rosa

9 September 2021

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ECB Flash Preview: Amid Higher Inflation, the Debate On QE Tapering Begins

Flash Review: RBNZ Postpones Its Rate Hike After The Government Suddenly Imposes A New Lockdown

by Brunello Rosa, Fawaz Al Mughrabi

3 September 2021

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Flash Review: RBNZ Postpones Its Rate Hike After The Government Suddenly Imposes A New Lockdown

by Brunello Rosa, Fawaz Al Mughrabi

19 August 2021

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Flash Preview: RBNZ Likely to Raise Rates in August, First Among G10 Central Banks

Flash Review: BOE Adds Negative Rates To Its Toolkit and Modifies Its Policy Mix For Exit Sequence

by Brunello Rosa and Karmen Meneses

13 August 2021

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Flash Review: BOE Adds Negative Rates To Its Toolkit and Modifies Its Policy Mix For Exit Sequence

by Brunello Rosa and Fawaz Sulaiman Al Mughrabi

5 August 2021

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Flash Preview: BoE On Hold, With A Discussion On Negative Rates And (Possibly) Exit Sequencing

Flash Review: BOE Adds Negative Rates To Its Toolkit and Modifies Its Policy Mix For Exit Sequence

Flash Preview: BoE On Hold, With A Discussion On Negative Rates And (Possibly) Exit Sequencing

by Brunello Rosa and Fawaz Sulaiman Al Mughrabi

30 July 2021

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June - July 2021

Flash Review: The Fed Acknowledges “Progress” Toward Meeting Its Goals

Flash Review: ECB Revises Its Forward Guidance In Light of the Strategy Review

Flash Review: The Fed Acknowledges “Progress” Toward Meeting Its Goals

by Brunello Rosa

28 July 2021

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Flash Preview: Federal Reserve No Tapering Hints Yet

Flash Review: ECB Revises Its Forward Guidance In Light of the Strategy Review

Flash Review: The Fed Acknowledges “Progress” Toward Meeting Its Goals

by Nouriel Roubini, Alessandro Magnoli

26 July 2021

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Flash Review: ECB Revises Its Forward Guidance In Light of the Strategy Review

by Brunello Rosa

22 July 2021

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Flash Preview: ECB Starts Implementing Its New Policy Strategy

Flash Review – Bank of Canada Reduces Further The Pace of its Asset Purchases

Flash Review: ECB Revises Its Forward Guidance In Light of the Strategy Review

by Brunello Rosa, Fawaz Al Mughrabi

16 July 2021

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Flash Review: BOJ Unveils Details of its New “Green” Lending Scheme

Flash Review – Bank of Canada Reduces Further The Pace of its Asset Purchases

by Brunello Rosa, Fawaz Al Mughrabi

16 July 2021

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Flash Review – Bank of Canada Reduces Further The Pace of its Asset Purchases

by Brunello Rosa and Karmen Meneses

14 July 2021

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Flash Preview: BOJ To Unveil Details of its New “Green” Lending Scheme

by Brunello Rosa, Fawaz Al Mughrabi

9 July 2021

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Flash Preview: Bank of Canada To Further Taper its Asset Purchases

Flash Preview: BOJ To Unveil Details of its New “Green” Lending Scheme

by Brunello Rosa and Karmen Meneses

9 July 2021

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Flash Review: RBA Moves To Open-Ended QE

Flash Preview: BOJ To Unveil Details of its New “Green” Lending Scheme

Flash Preview: RBA To Tweak QE Following New Lockdowns

by Brunello Rosa and Karmen Meneses

6 July 2021

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Flash Preview: RBA To Tweak QE Following New Lockdowns

Preview: Riksbank To Reassure Markets There Won’t Be Any Premature Policy Tightening

Flash Preview: RBA To Tweak QE Following New Lockdowns

by Brunello Rosa, Fawaz Al Mughrabi

2 July 2021

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Flash Review: The Riksbank Confirms Its Policy Stance And Remains Dovish

Preview: Riksbank To Reassure Markets There Won’t Be Any Premature Policy Tightening

by Brunello Rosa and Karmen Meneses

1 July 2021

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Preview: Riksbank To Reassure Markets There Won’t Be Any Premature Policy Tightening

by Brunello Rosa and Karmen Meneses

28 June 2021

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May-June 2021

Flash Review: BOE Pushes Back Against Speculation On Premature Policy Tightening

by Brunello Rosa and Karmen Meneses

24 June 2021

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Flash Preview: Bank Of England To Leave Policy Stance Unchanged

Flash Review: BOE Pushes Back Against Speculation On Premature Policy Tightening

by Brunello Rosa and Karmen Meneses

18 June 2021

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Bank of Japan Extends The Covid-Relief Programs And Engages On Climate Change

Flash Review: BOE Pushes Back Against Speculation On Premature Policy Tightening

Flash Review: Norges Bank Set To Be The First G10 Central Bank To Hike in This Cycle

by Brunello Rosa and Karmen Meneses

18 June 2021

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Flash Review: Norges Bank Set To Be The First G10 Central Bank To Hike in This Cycle

Fed Preview: Too Early to Think About Tapering, Changing First Hike Timing, and Declaring Victory on

Flash Review: Norges Bank Set To Be The First G10 Central Bank To Hike in This Cycle

by Brunello Rosa and Karmen Meneses

17 June 2021

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Flash Review: Federal Reserve Keeps Stance Unchanged, But Signals Earlier Potential Rate Liftoff

Fed Preview: Too Early to Think About Tapering, Changing First Hike Timing, and Declaring Victory on

by Brunello Rosa

16 June 2021

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Fed Preview: Too Early to Think About Tapering, Changing First Hike Timing, and Declaring Victory on

by Nouriel Roubini, Fawaz Al Mughrabi

14 June 2021

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Flash Preview – Bank of Japan To Further Extend Its Pandemic-Relief Programs

Flash Review: ECB Upgrades the Economic Outlook But Keeps the Higher Pace of PEPP Purchases

By Brunello Rosa and Karmen Meneses

10 June 2021

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Flash Review: ECB Upgrades the Economic Outlook But Keeps the Higher Pace of PEPP Purchases

by Brunello Rosa

10 June 2021

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Flash Review: Bank of Canada Keeps Policy Stance and Rhetoric Unchanged in June

Flash Review: ECB Upgrades the Economic Outlook But Keeps the Higher Pace of PEPP Purchases

Flash Review: Bank of Canada Keeps Policy Stance and Rhetoric Unchanged in June

by Brunello Rosa and Karmen Meneses

9 June 2021

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Flash Preview – ECB Likely to Keep its Current Pace of PEPP Purchases

Flash Review: Bank of England Stays Put But Rises Its Short-Term Growth and Inflation Forecasts

Flash Review: Bank of Canada Keeps Policy Stance and Rhetoric Unchanged in June

By Brunello Rosa, Nouriel Roubini and Karmen Meneses

7 June 2021

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Flash Preview – Bank Of Canada On Hold, With Markets Awaiting Signals From the Bank

Flash Review: Bank of England Stays Put But Rises Its Short-Term Growth and Inflation Forecasts

by Brunello Rosa and Fawaz Sulaiman Al Mughrabi

4 June 2021

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Flash Review: Bank of England Stays Put But Rises Its Short-Term Growth and Inflation Forecasts

by Brunello Rosa and Fawaz Sulaiman Al Mughrabi

6 May 2021

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March - April 2021

Flash Preview: BOE on Hold While Reflecting Successful Vaccination Campaign in Growth Forecasts

by Brunello Rosa and Karmen Meneses

30 April 2021

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Flash Review: Federal Reserve No Time Yet To Think About Tapering

Flash Preview: BOE on Hold While Reflecting Successful Vaccination Campaign in Growth Forecasts

by Brunello Rosa

28 April 2021

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Flash Review: Bank of Japan Stands Pat in April And Confirms Its Easing Bias

Flash Preview: BOE on Hold While Reflecting Successful Vaccination Campaign in Growth Forecasts

Flash Preview: US Federal Reserve Strong Economic Expansion Ahead, But No Tapering Talk Yet

by Brunello Rosa, Fawaz Al Mughrabi

27 April 2021

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Flash Preview: US Federal Reserve Strong Economic Expansion Ahead, But No Tapering Talk Yet

by Nouriel Roubini, A. Magnoli Bocchi

26 April 2021

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Flash Preview: Bank Of Japan On Hold After The Policy Strategy Review In March

Flash Preview: US Federal Reserve Strong Economic Expansion Ahead, But No Tapering Talk Yet

Flash Preview: Bank Of Japan On Hold After The Policy Strategy Review In March

by Brunello Rosa, Fawaz Al Mughrabi

23 April 2021

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Flash Review: ECB Maintains Higher Pace of PEPP Purchases

Flash Preview: US Federal Reserve Strong Economic Expansion Ahead, But No Tapering Talk Yet

Flash Preview: Bank Of Japan On Hold After The Policy Strategy Review In March

by Brunello Rosa

22 April 2021

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Flash Review: BoC Reduces QE and Shortens The Time Before A Possible First Rate Increase

by Brunello Rosa

21 April 2021

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Flash Preview: ECB To Stay Put Amid Continued Economic Weakness

Flash Review: BoC Reduces QE and Shortens The Time Before A Possible First Rate Increase

by Brunello Rosa and Karmen Meneses

16 April 2021

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Flash Preview: BOC Set For Another QE Taper and Maturity Extension

Flash Review: BoC Reduces QE and Shortens The Time Before A Possible First Rate Increase

Flash Review: BOJ Remains Highly Accommodative While Tweaking Its Policy Strategy

by Brunello Rosa, Fawaz Al Mughrabi

16 April 2021

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Flash Review: BOJ Remains Highly Accommodative While Tweaking Its Policy Strategy

by Brunello Rosa and Karmen Meneses

19 Marzo 2021

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Flash Review: Bank of England Stays Put in March

Flash Review: BOJ Remains Highly Accommodative While Tweaking Its Policy Strategy

Review: The Fed Defies Rising Yields by Pledging to Remain Highly Accommodative

by Brunello Rosa, Fawaz Al Mughrabi

18 March 2021

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Review: The Fed Defies Rising Yields by Pledging to Remain Highly Accommodative

Flash Review: BOJ Remains Highly Accommodative While Tweaking Its Policy Strategy

Review: The Fed Defies Rising Yields by Pledging to Remain Highly Accommodative

by Brunello Rosa

17 March 2021

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