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Review: In a Split Decision, The BOE Pauses After the Lower Inflation Data
by Brunello Rosa and Nato Balavadze
21 September 2023
July - September 2023
Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023
Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023
Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023
by Brunello Rosa and Nato Balavadze
20 September 2023
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
Flash Review: The Fed “Skips” September, But Still Signals Another Hike in 2023
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
19 September 2023
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
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
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
Review: BOE Hikes Again As It Sees First Signs of “Persistent” Inflation Crystallising
by Brunello Rosa, Nouriel Roubini and Nato Balavadze
11 September 2023
Review: BOE Hikes Again As It Sees First Signs of “Persistent” Inflation Crystallising
Review: BOE Hikes Again As It Sees First Signs of “Persistent” Inflation Crystallising
Review: BOE Hikes Again As It Sees First Signs of “Persistent” Inflation Crystallising
by Brunello Rosa and Nato Balavadze
3 August 2023
Flash Preview: BoE To Continue Its Tightening Policy In July
Review: BOJ To Conduct Yield Curve Control With Greater Flexibility
Review: BOJ To Conduct Yield Curve Control With Greater Flexibility
by Brunello Rosa and Nato Balavadze
28 July 2023
Review: BOJ To Conduct Yield Curve Control With Greater Flexibility
Review: BOJ To Conduct Yield Curve Control With Greater Flexibility
Review: BOJ To Conduct Yield Curve Control With Greater Flexibility
by Brunello Rosa and Nato Balavadze
28 July 2023
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
Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting
Flash Review: The Fed Hikes Rates in July And Will Decide About Future Moves At Each Meeting
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
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
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
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
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
Flash Preview: BoE To Increase Rates In June and Suggest That the Tightening Cycle is Not Over Yet
Flash Preview: BoE To Increase Rates In June and Suggest That the Tightening Cycle is Not Over Yet
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
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
Fed “Skips” June, But Signals Two More Hikes To Come in 2023, With July Becoming a “Live” Meeting
Fed “Skips” June, But Signals Two More Hikes To Come in 2023, With July Becoming a “Live” Meeting
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
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
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
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
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
BoE To Increase Rates In May And Signal that Further Hikes May be Needed To Tame Inflation
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
“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
The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias
The Fed Hikes Rates by 25bps And Signals The Beginning of A Pause, While Retaining a Hawkish Bias
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
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
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
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
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
Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023
Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023
Review: The Fed Increases Rates, Signals Further Tightening Ahead and Dismisses Rate Cuts In 2023
by Brunello Rosa and Nato Balavadze
22 March 2023
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
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”
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
ECB Increases Rates and Confirms to Be Data Dependent, But “There’s More Ground To Cover”
ECB Increases Rates and Confirms to Be Data Dependent, But “There’s More Ground To Cover”
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
ECB Preview Update: Uncertainty On ECB Decision Increases
ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions
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
ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions
ECB To Increase Rates But Condition Timing and Size of Further Rate Hikes on Financial Conditions
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
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
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
Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight
Fed’s Powell Talks Tough But The Market Rallies, As It Sees The End of The Tightening Cycle In Sight
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
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
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
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
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
Flash Review: BOJ Surprised The Market Again, And Left Its Policy Unchanged In January
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
Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms
Preview: BOJ To Continue Its Journey Out Of Ultra-Loose Policy As The Choice of a New Governor Looms
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
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
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
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
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
Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle
Preview: ECB To Complete Policy Normalization and Enter The New Phase of its Tightening Cycle
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
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
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
Flash Review: BOE Increases Rates While Forecasting A Prolonged Recession in the UK
Nouriel Roubini, Brunello Rosa and Nato Balavadze
12 December 2022
Flash Review: BOE Increases Rates While Forecasting A Prolonged Recession in the UK
Flash Review: BOE Increases Rates While Forecasting A Prolonged Recession in the UK
Flash Review: BOE Increases Rates While Forecasting A Prolonged Recession in the UK
Brunello Rosa and Nato Balavadze
3 November 2022
AUGUST - NOVEMBER 2022
After Jumbo Hike, The Fed Signals A Higher Terminal Rate In Spite of A Slower Pace of Tightening
After Jumbo Hike, The Fed Signals A Higher Terminal Rate In Spite of A Slower Pace of Tightening
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
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
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
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
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
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
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
Review: BOE Raises Rates But Does Not Join The “75bps Hikes” Group on Weakening Economic Activity
Review: BOE Raises Rates But Does Not Join The “75bps Hikes” Group on Weakening Economic Activity
Review: BOE Raises Rates But Does Not Join The “75bps Hikes” Group on Weakening Economic Activity
Brunello Rosa and Nato Balavadze
22 September 2022
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
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
Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022
Fed To Increase Rates by 75bps Also in September, But To Slow Down Rate Hikes for the Rest of 2022
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
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
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
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
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
BOE Raise Rates, but Now Needs to Strike a Balance Between Rising Inflation and Upcoming Recession
BOE Raise Rates, but Now Needs to Strike a Balance Between Rising Inflation and Upcoming Recession
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
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
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
Preview: For Now The Fed to Continue Its Policy Tightening Undeterred by The Weakening Economy
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
Flash Review: The ECB Hikes More Than Expected Thanks To Its New Transmission Protection Instrument
Flash Review: The ECB Hikes More Than Expected Thanks To Its New Transmission Protection Instrument
Flash Review: The ECB Hikes More Than Expected Thanks To Its New Transmission Protection Instrument
by Brunello Rosa and Nato Balavadze
21 July 2022
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
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
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
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
Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End
Preview: FOMC to Increase Rates by 50bps In June and to Continue Hiking Rapidly Through Year End
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
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
Flash Review: The ECB Signals The Beginning of Rate Normalisation in July
Flash Review: The ECB Signals The Beginning of Rate Normalisation in July
Flash Review: The ECB Signals The Beginning of Rate Normalisation in July
by Brunello Rosa and Nato Balavadze
9 June 2022
Flash Preview: ECB Prepares The Ground For The Rates Liftoff
Flash Review: The ECB Signals The Beginning of Rate Normalisation in July
Flash Review: The ECB Signals The Beginning of Rate Normalisation in July
by Nouriel Roubini, Brunello Rosa and Nato Balavadze
2 June 2022
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
Flash Review: Federal Reserve Raises Rates, Begins QT, And Signals More Tightening Ahead
by Brunello Rosa and Nato Balavadze
5 May 2022
Flash Review: Federal Reserve Raises Rates, Begins QT, And Signals More Tightening Ahead
Flash Review: Federal Reserve Raises Rates, Begins QT, And Signals More Tightening Ahead
Flash Review: Federal Reserve Raises Rates, Begins QT, And Signals More Tightening Ahead
by Brunello Rosa and Nato Balavadze
4 May 2022
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
Flash Preview: BOE To Increase Rates for The Fourth Time in A Row To Respond To Surging Inflation
Flash Preview: BOE To Increase Rates for The Fourth Time in A Row To Respond To Surging Inflation
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
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
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
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
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
Flash Preview: Bank Of England To Increase Rates For the Third Time Running in March
Flash Preview: Bank Of England To Increase Rates For the Third Time Running in March
Flash Preview: Bank Of England To Increase Rates For the Third Time Running in March
by Brunello Rosa and Nato Balavadze
14 March 2022
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
Flash Review: ECB Remains Hawkish To Counter The Inflationary Impact of The War in Ukraine
Flash Review: ECB Remains Hawkish To Counter The Inflationary Impact of The War in Ukraine
Flash Review: ECB Remains Hawkish To Counter The Inflationary Impact of The War in Ukraine
by Brunello Rosa
10 March 2022
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
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
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
Flash Review: The Riksbank Narrowly Keeps Its Policy Stance Unchanged in February
by Brunello Rosa and Nato Balavadze
23 February 2022
Flash Review: The Riksbank Narrowly Keeps Its Policy Stance Unchanged in February
Flash Review: The Riksbank Narrowly Keeps Its Policy Stance Unchanged in February
Flash Review: The Riksbank Narrowly Keeps Its Policy Stance Unchanged in February
by Brunello Rosa and Nato Balavadze
10 February 2022
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
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
Flash Preview: BoE To Increase Rates Again To Keep Up With Inflation Surge
Flash Preview: BoE To Increase Rates Again To Keep Up With Inflation Surge
Flash Preview: BoE To Increase Rates Again To Keep Up With Inflation Surge
by Brunello Rosa and Nato Balavadze
28 January 2022
Flash Preview: ECB To Further Clarify Its Policy Stance After March
Flash Preview: BoE To Increase Rates Again To Keep Up With Inflation Surge
Flash Preview: BoE To Increase Rates Again To Keep Up With Inflation Surge
by Brunello Rosa and Nouriel Roubini
28 January 2022
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
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
FOMC Preview: Fed To Signal a March Lift-Off and Prepare the Ground for Mid-Year Run-Off Start
FOMC Preview: Fed To Signal a March Lift-Off and Prepare the Ground for Mid-Year Run-Off Start
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
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
Preview: ECB To Launch Its Post-Pandemic Policy Package
Flash Preview: FOMC To Accelerate QE Tapering and Start Hiking Rates by Mid 2022
Flash Preview: FOMC To Accelerate QE Tapering and Start Hiking Rates by Mid 2022
by Brunello Rosa and Nouriel Roubini
13 December 2021
Flash Preview: FOMC To Accelerate QE Tapering and Start Hiking Rates by Mid 2022
Flash Preview: FOMC To Accelerate QE Tapering and Start Hiking Rates by Mid 2022
Flash Preview: FOMC To Accelerate QE Tapering and Start Hiking Rates by Mid 2022
by Nouriel Roubini and Brunello Rosa
13 December 2021
September - December 2021
Flash Preview – Bank Of England To Remain On Hold As The UK Moves To Plan B on Omicron Variant
Flash Preview – Bank Of England To Remain On Hold As The UK Moves To Plan B on Omicron Variant
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
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
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
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
Flash Preview: Fed To Announce QE Tapering Beginning In Mid-November
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
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
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
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
Flash Review: RBNZ Raises Interest Rates, Second G10 Central Bank In This Cycle
by Brunello Rosa and Nouriel Roubini
25 October 2021
Flash Review: RBNZ Raises Interest Rates, Second G10 Central Bank In This Cycle
Flash Review: RBNZ Raises Interest Rates, Second G10 Central Bank In This Cycle
Flash Review: RBNZ Raises Interest Rates, Second G10 Central Bank In This Cycle
by Brunello Rosa
6 October 2021
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
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
Review: Fed Gives Advance Notice of The Beginning of Tapering, Possibly As Early As In November
Review: Fed Gives Advance Notice of The Beginning of Tapering, Possibly As Early As In November
Review: Fed Gives Advance Notice of The Beginning of Tapering, Possibly As Early As In November
by Brunello Rosa
22 September 2021
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
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
July - September 2021
FOMC To Provide Advance Notice That Taper Start Is Upcoming, With An Option to Delay If Needed
FOMC To Provide Advance Notice That Taper Start Is Upcoming, With An Option to Delay If Needed
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
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
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
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
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
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
Flash Review: RBNZ Postpones Its Rate Hike After The Government Suddenly Imposes A New Lockdown
by Brunello Rosa, Fawaz Al Mughrabi
3 September 2021
Flash Review: RBNZ Postpones Its Rate Hike After The Government Suddenly Imposes A New Lockdown
Flash Review: RBNZ Postpones Its Rate Hike After The Government Suddenly Imposes A New Lockdown
Flash Review: RBNZ Postpones Its Rate Hike After The Government Suddenly Imposes A New Lockdown
by Brunello Rosa, Fawaz Al Mughrabi
19 August 2021
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
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
Flash Review: BOE Adds Negative Rates To Its Toolkit and Modifies Its Policy Mix For Exit Sequence
Flash Review: BOE Adds Negative Rates To Its Toolkit and Modifies Its Policy Mix For Exit Sequence
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
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
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
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
Flash Review: ECB Revises Its Forward Guidance In Light of the Strategy Review
Flash Review: ECB Revises Its Forward Guidance In Light of the Strategy Review
Flash Review: ECB Revises Its Forward Guidance In Light of the Strategy Review
by Brunello Rosa
22 July 2021
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
Flash Review: BOJ Unveils Details of its New “Green” Lending Scheme
Flash Review – Bank of Canada Reduces Further The Pace of its Asset Purchases
Flash Review – Bank of Canada Reduces Further The Pace of its Asset Purchases
by Brunello Rosa, Fawaz Al Mughrabi
16 July 2021
Flash Review – Bank of Canada Reduces Further The Pace of its Asset Purchases
Flash Review – Bank of Canada Reduces Further The Pace of its Asset Purchases
Flash Review – Bank of Canada Reduces Further The Pace of its Asset Purchases
by Brunello Rosa and Karmen Meneses
14 July 2021
Flash Preview: BOJ To Unveil Details of its New “Green” Lending Scheme
Flash Preview: BOJ To Unveil Details of its New “Green” Lending Scheme
Flash Preview: BOJ To Unveil Details of its New “Green” Lending Scheme
by Brunello Rosa, Fawaz Al Mughrabi
9 July 2021
Flash Preview: Bank of Canada To Further Taper its Asset Purchases
Flash Preview: BOJ To Unveil Details of its New “Green” Lending Scheme
Flash Preview: BOJ To Unveil Details of its New “Green” Lending Scheme
by Brunello Rosa and Karmen Meneses
9 July 2021
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
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
Flash Review: The Riksbank Confirms Its Policy Stance And Remains Dovish
Preview: Riksbank To Reassure Markets There Won’t Be Any Premature Policy Tightening
Preview: Riksbank To Reassure Markets There Won’t Be Any Premature Policy Tightening
by Brunello Rosa and Karmen Meneses
1 July 2021
Preview: Riksbank To Reassure Markets There Won’t Be Any Premature Policy Tightening
Preview: Riksbank To Reassure Markets There Won’t Be Any Premature Policy Tightening
Preview: Riksbank To Reassure Markets There Won’t Be Any Premature Policy Tightening
by Brunello Rosa and Karmen Meneses
28 June 2021
May-June 2021
Flash Review: BOE Pushes Back Against Speculation On Premature Policy Tightening
Flash Review: BOE Pushes Back Against Speculation On Premature Policy Tightening
Flash Review: BOE Pushes Back Against Speculation On Premature Policy Tightening
by Brunello Rosa and Karmen Meneses
24 June 2021
Flash Preview: Bank Of England To Leave Policy Stance Unchanged
Flash Review: BOE Pushes Back Against Speculation On Premature Policy Tightening
Flash Review: BOE Pushes Back Against Speculation On Premature Policy Tightening
by Brunello Rosa and Karmen Meneses
18 June 2021
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
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
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
Fed Preview: Too Early to Think About Tapering, Changing First Hike Timing, and Declaring Victory on
by Brunello Rosa
16 June 2021
Fed Preview: Too Early to Think About Tapering, Changing First Hike Timing, and Declaring Victory on
Fed Preview: Too Early to Think About Tapering, Changing First Hike Timing, and Declaring Victory on
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
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
Flash Review: ECB Upgrades the Economic Outlook But Keeps the Higher Pace of PEPP Purchases
By Brunello Rosa and Karmen Meneses
10 June 2021
Flash Review: ECB Upgrades the Economic Outlook But Keeps the Higher Pace of PEPP Purchases
Flash Review: ECB Upgrades the Economic Outlook But Keeps the Higher Pace of PEPP Purchases
Flash Review: ECB Upgrades the Economic Outlook But Keeps the Higher Pace of PEPP Purchases
by Brunello Rosa
10 June 2021
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
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
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
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
Flash Review: Bank of England Stays Put But Rises Its Short-Term Growth and Inflation Forecasts
Flash Review: Bank of England Stays Put But Rises Its Short-Term Growth and Inflation Forecasts
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
March - April 2021
Flash Preview: BOE on Hold While Reflecting Successful Vaccination Campaign in Growth Forecasts
Flash Preview: BOE on Hold While Reflecting Successful Vaccination Campaign in Growth Forecasts
Flash Preview: BOE on Hold While Reflecting Successful Vaccination Campaign in Growth Forecasts
by Brunello Rosa and Karmen Meneses
30 April 2021
Flash Review: Federal Reserve No Time Yet To Think About Tapering
Flash Preview: BOE on Hold While Reflecting Successful Vaccination Campaign in Growth Forecasts
Flash Preview: BOE on Hold While Reflecting Successful Vaccination Campaign in Growth Forecasts
by Brunello Rosa
28 April 2021
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
Flash Preview: US Federal Reserve Strong Economic Expansion Ahead, But No Tapering Talk Yet
Flash Preview: US Federal Reserve Strong Economic Expansion Ahead, But No Tapering Talk Yet
Flash Preview: US Federal Reserve Strong Economic Expansion Ahead, But No Tapering Talk Yet
by Nouriel Roubini, A. Magnoli Bocchi
26 April 2021
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
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
Flash Review: BoC Reduces QE and Shortens The Time Before A Possible First Rate Increase
Flash Review: BoC Reduces QE and Shortens The Time Before A Possible First Rate Increase
Flash Review: BoC Reduces QE and Shortens The Time Before A Possible First Rate Increase
by Brunello Rosa
21 April 2021
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
Flash Review: BoC Reduces QE and Shortens The Time Before A Possible First Rate Increase
by Brunello Rosa and Karmen Meneses
16 April 2021
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
Flash Review: BOJ Remains Highly Accommodative While Tweaking Its Policy Strategy
Flash Review: BOJ Remains Highly Accommodative While Tweaking Its Policy Strategy
Flash Review: BOJ Remains Highly Accommodative While Tweaking Its Policy Strategy
by Brunello Rosa and Karmen Meneses
19 Marzo 2021
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
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
Preview: Fed To Pledge Continued Easing Against Inflation and Tantrum Scares and Rapid Yield Rises
Preview: Fed To Pledge Continued Easing Against Inflation and Tantrum Scares and Rapid Yield Rises
Preview: Fed To Pledge Continued Easing Against Inflation and Tantrum Scares and Rapid Yield Rises
by Nouriel Roubini, Brunello Rosa and Alessandro Magnoli Bocchi
15 March 2021
Flash Preview: Bank Of Japan To Remain Highly Accommodative After Its Strategy Review
Preview: Fed To Pledge Continued Easing Against Inflation and Tantrum Scares and Rapid Yield Rises
Preview: Fed To Pledge Continued Easing Against Inflation and Tantrum Scares and Rapid Yield Rises
by Brunello Rosa, Nouriel Roubini and Fawaz Sulaiman Al Mughrabi
12 March 2021
Flash Preview: Bank of England To Stay Put After Budget and New Remit
Preview: Fed To Pledge Continued Easing Against Inflation and Tantrum Scares and Rapid Yield Rises
Flash Review: ECB To Significantly Increase PEPP Pace To Maintain “Favourable Financing Conditions”
by Brunello Rosa and Karmen Meneses
12 March 2021
Flash Review: ECB To Significantly Increase PEPP Pace To Maintain “Favourable Financing Conditions”
Flash Review: ECB To Significantly Increase PEPP Pace To Maintain “Favourable Financing Conditions”
Flash Review: ECB To Significantly Increase PEPP Pace To Maintain “Favourable Financing Conditions”
by Brunello Rosa
11 March 2021
Preview: ECB To Continue Focusing on Maintaining Favourable Market Conditions
Flash Review: ECB To Significantly Increase PEPP Pace To Maintain “Favourable Financing Conditions”
Preview: ECB To Continue Focusing on Maintaining Favourable Market Conditions
by Brunello Rosa, Nouriel Roubini
and Alessandro Magnoli Bocchi
5 March 2021
Flash Review: RBA Ready To Increase QE to Combat Rising Yields
Flash Review: ECB To Significantly Increase PEPP Pace To Maintain “Favourable Financing Conditions”
Preview: ECB To Continue Focusing on Maintaining Favourable Market Conditions
by Brunello Rosa, Fawaz Al Mughrabi
2 March 2021
Flash Preview: RBA To Stand Pat While Fighting Rises in Market Rates
Flash Preview – Reserve Bank of New Zealand To Keep Its Policy Stance Unchanged
Flash Review: RBNZ On Hold, But Ready to Deploy Negative Rates If Necessary
by Brunello Rosa, Fawaz Al Mughrabi
6 February 2021
Flash Review: RBNZ On Hold, But Ready to Deploy Negative Rates If Necessary
Flash Preview – Reserve Bank of New Zealand To Keep Its Policy Stance Unchanged
Flash Review: RBNZ On Hold, But Ready to Deploy Negative Rates If Necessary
by Brunello Rosa and Karmen Meneses
24 February 2021
Flash Preview – Reserve Bank of New Zealand To Keep Its Policy Stance Unchanged
Flash Preview – Reserve Bank of New Zealand To Keep Its Policy Stance Unchanged
Flash Preview – Reserve Bank of New Zealand To Keep Its Policy Stance Unchanged
by Brunello Rosa and Karmen Meneses
19 February 2021
Flash Review: The Riksbank Remains Firmly On Hold, With A Dovish Twist
Review – Bank of England Confirms Negative Policy Rates Are Feasible But Not Imminent
Flash Preview – Reserve Bank of New Zealand To Keep Its Policy Stance Unchanged
by Brunello Rosa, Fawaz Al Mughrabi
10 February 2021
Flash Preview: Riksbank To Stage A “Dovish Hold” in February
Review – Bank of England Confirms Negative Policy Rates Are Feasible But Not Imminent
Review – Bank of England Confirms Negative Policy Rates Are Feasible But Not Imminent
by Brunello Rosa and Karmen Meneses
5 February 2021
Review – Bank of England Confirms Negative Policy Rates Are Feasible But Not Imminent
Review – Bank of England Confirms Negative Policy Rates Are Feasible But Not Imminent
Review – Bank of England Confirms Negative Policy Rates Are Feasible But Not Imminent
by Brunello Rosa, Alessandro Magnoli
4 February 2021
December 2020 - February 2021
Preview: BoE To Remain on Hold and Signal That Negative Policy Rates Are Feasible, But Not Imminent
Preview: BoE To Remain on Hold and Signal That Negative Policy Rates Are Feasible, But Not Imminent
Preview: BoE To Remain on Hold and Signal That Negative Policy Rates Are Feasible, But Not Imminent
by Brunello Rosa, Fawaz Al Mughrabi
1 February 2021
Flash Review: Federal Reserve Remains On Hold While Sounding Cautiously Upbeat
Preview: BoE To Remain on Hold and Signal That Negative Policy Rates Are Feasible, But Not Imminent
Preview: BoE To Remain on Hold and Signal That Negative Policy Rates Are Feasible, But Not Imminent
by Brunello Rosa
27 January 2021
Preview: FOMC Looking Through the Soft Patch
Preview: BoE To Remain on Hold and Signal That Negative Policy Rates Are Feasible, But Not Imminent
Flash Review: ECB Starts Focusing On “Favourable Financing Conditions”
by Nouriel Roubini, A. Magnoli Bocchi
25 January 2021
Flash Review: ECB Starts Focusing On “Favourable Financing Conditions”
Flash Review: ECB Starts Focusing On “Favourable Financing Conditions”
Flash Review: ECB Starts Focusing On “Favourable Financing Conditions”
by Brunello Rosa
21 January 2021
Flash Review – Bank Of Japan Stands Pat But Eyes the March Policy Review
Flash Review: ECB Starts Focusing On “Favourable Financing Conditions”
Flash Review – Bank Of Japan Stands Pat But Eyes the March Policy Review
by Brunello Rosa
21 January 2021
Flash Review: BoC Remains on Hold With A Slightly Hawkish Undertone
Flash Review: ECB Starts Focusing On “Favourable Financing Conditions”
Flash Review – Bank Of Japan Stands Pat But Eyes the March Policy Review
by Brunello Rosa
20 January 2021
Flash Preview: BoJ To Stay Put Ahead of March Policy Review
ECB Flash Preview: Assessing The Impact of December’s Stimulus
ECB Flash Preview: Assessing The Impact of December’s Stimulus
by Brunello Rosa
15 January 2021
ECB Flash Preview: Assessing The Impact of December’s Stimulus
ECB Flash Preview: Assessing The Impact of December’s Stimulus
ECB Flash Preview: Assessing The Impact of December’s Stimulus
by Brunello Rosa
15 January 2021
Flash Preview: Bank Of Canada To Wait and See In January
ECB Flash Preview: Assessing The Impact of December’s Stimulus
Flash Review: Bank of Japan Extends Its Credit Easing Facilities and Launches A Policy Review
by Brunello Rosa
15 January 2021
Flash Review: Bank of Japan Extends Its Credit Easing Facilities and Launches A Policy Review
Flash Review: Bank of Japan Extends Its Credit Easing Facilities and Launches A Policy Review
Flash Review: Bank of Japan Extends Its Credit Easing Facilities and Launches A Policy Review
by Brunello Rosa
18 December 2020
Flash Review: Fed Introduces Outcome-Based Forward Guidance on Asset Purchases
Flash Review: Bank of Japan Extends Its Credit Easing Facilities and Launches A Policy Review
Flash Review: Fed Introduces Outcome-Based Forward Guidance on Asset Purchases
by Brunello Rosa, Karmen Meneses and Fawaz Al Mughrabi
17 December 2020
Flash Review: Fed Introduces Outcome-Based Forward Guidance on Asset Purchases
Flash Review: Bank of Japan Extends Its Credit Easing Facilities and Launches A Policy Review
Flash Review: Fed Introduces Outcome-Based Forward Guidance on Asset Purchases
By Brunello Rosa
16 December 2020
November - December 2020
Flash Preview: Fed to Stay Mostly On Hold While Ready for Additional Steps on QE
Flash Preview: Fed to Stay Mostly On Hold While Ready for Additional Steps on QE
Flash Preview: Fed to Stay Mostly On Hold While Ready for Additional Steps on QE
by Nouriel Roubini and Fawaz Al Mughrabi
14 December 2029
Previews: BOJ, BOE, Norges Bank To Stay Put In December But With An Easing Bias
Flash Preview: Fed to Stay Mostly On Hold While Ready for Additional Steps on QE
Flash Preview: Fed to Stay Mostly On Hold While Ready for Additional Steps on QE
by Brunello Rosa, Fawaz Al Mughrabi and Karmen Meneses
11 December 2029
ECB Extends and Expands Its Easing Programs, But Underwhelms The Market
Flash Preview: Fed to Stay Mostly On Hold While Ready for Additional Steps on QE
ECB Extends and Expands Its Easing Programs, But Underwhelms The Market
by Brunello Rosa
10 December 2029
Flash Review: Bank of Canada Stands Pat in December
Preview: ECB To Launch Comprehensive Stimulus Package
ECB Extends and Expands Its Easing Programs, But Underwhelms The Market
by Brunello Rosa and Karmen Meneses
9 December 2029
Flash Preview: Bank Of Canada To Stay Put in December
Preview: ECB To Launch Comprehensive Stimulus Package
Preview: ECB To Launch Comprehensive Stimulus Package
by Brunello Rosa and Karmen Meneses
4 December 2020
Preview: ECB To Launch Comprehensive Stimulus Package
Preview: ECB To Launch Comprehensive Stimulus Package
Preview: ECB To Launch Comprehensive Stimulus Package
by Brunello Rosa, Nouriel Roubini and Fawaz Sulaiman Al Mughrabi
4 December 2020
Flash Review: RBA Remains on Hold In December, But Ready To Do More If Needed
Flash Review: RBA Remains on Hold In December, But Ready To Do More If Needed
Flash Review: RBA Remains on Hold In December, But Ready To Do More If Needed
by Brunello Rosa and Karmen Meneses
1 December 2020
Flash Preview: RBA To take a Breather In December
Flash Review: RBA Remains on Hold In December, But Ready To Do More If Needed
Flash Review: RBA Remains on Hold In December, But Ready To Do More If Needed
by Brunello Rosa and Karmen Meneses
27 November 2020
Flash Review: Riksbank Expands And Extends QE
Flash Review: RBA Remains on Hold In December, But Ready To Do More If Needed
Flash Preview: Riksbank Likely To Expand QE In November
by Brunello Rosa, Fawaz Al Mughrabi
20 November 2020
Flash Preview: Riksbank Likely To Expand QE In November
Flash Preview: RBNZ Set To Introduce A Funding For Lending Programme In November
Flash Preview: Riksbank Likely To Expand QE In November
Brunello Rosa and Karmen Meneses
20 November 2020
Flash Review: RBNZ Provides More Stimulus With A Funding For Lending Program
Flash Preview: RBNZ Set To Introduce A Funding For Lending Programme In November
Flash Preview: RBNZ Set To Introduce A Funding For Lending Programme In November
Brunello Rosa and Karmen Meneses
11 November 2020
Flash Preview: RBNZ Set To Introduce A Funding For Lending Programme In November
Flash Preview: RBNZ Set To Introduce A Funding For Lending Programme In November
Flash Preview: RBNZ Set To Introduce A Funding For Lending Programme In November
Brunello Rosa and Karmen Meneses
6 November 2020
October - November 2020
Flash Review: Fed Remains On Hold And Prepared To Add Stimulus If Needed
Flash Review: RBA Delivers A Large and Comprehensive Stimulus Package And Is Prepared to Do More
Flash Review: Bank of England Expands QE When The Chancellor Announces New Fiscal Stimulus
by Brunello Rosa
5 November 2020
Flash Review: Bank of England Expands QE When The Chancellor Announces New Fiscal Stimulus
Flash Review: RBA Delivers A Large and Comprehensive Stimulus Package And Is Prepared to Do More
Flash Review: Bank of England Expands QE When The Chancellor Announces New Fiscal Stimulus
by Brunello Rosa and Fawaz Sulaiman Al Mughrabi
5 November 2020
Flash Review: RBA Delivers A Large and Comprehensive Stimulus Package And Is Prepared to Do More
Flash Review: RBA Delivers A Large and Comprehensive Stimulus Package And Is Prepared to Do More
Flash Review: RBA Delivers A Large and Comprehensive Stimulus Package And Is Prepared to Do More
by Brunello Rosa and Karmen Meneses
3 November 2020
Flash Preview: Federal Reserve's FOMC On Hold For Now
Flash Preview: Bank Of England To Increase The Size Of QE In November
Flash Review: RBA Delivers A Large and Comprehensive Stimulus Package And Is Prepared to Do More
Nouriel Roubini, Brunello Rosa
and Karmen Meneses
2 November 2020
Flash Preview: Bank Of England To Increase The Size Of QE In November
Flash Preview: Bank Of England To Increase The Size Of QE In November
Flash Preview: Bank Of England To Increase The Size Of QE In November
by Brunello Rosa and Karmen Meneses
30 October 2020
Flash Preview: RBA To Deploy A Comprehensive Stimulus Package
Flash Preview: Bank Of England To Increase The Size Of QE In November
Flash Preview: Bank Of England To Increase The Size Of QE In November
by Brunello Rosa and Fawaz Sulaiman
30 October 2020
Flash Review: ECB To “Recalibrate” All Its Instruments In December
Flash Review: BOC Specifies Its Forward Guidance and Recalibrates QE To Focus On Longer-Term Bonds
Flash Review: BOJ Stands Ready To Ease More if Needed, But Is Not In The Rush To Act
by Brunello Rosa and Nouriel Roubini
29 October 2020
Flash Review: BOJ Stands Ready To Ease More if Needed, But Is Not In The Rush To Act
Flash Review: BOC Specifies Its Forward Guidance and Recalibrates QE To Focus On Longer-Term Bonds
Flash Review: BOJ Stands Ready To Ease More if Needed, But Is Not In The Rush To Act
by Brunello Rosa and Fawaz Sulaiman Al Mughrabi
29 October 2020
Flash Review: BOC Specifies Its Forward Guidance and Recalibrates QE To Focus On Longer-Term Bonds
Flash Review: BOC Specifies Its Forward Guidance and Recalibrates QE To Focus On Longer-Term Bonds
Flash Review: BOC Specifies Its Forward Guidance and Recalibrates QE To Focus On Longer-Term Bonds
by Brunello Rosa
28 October 2020
Flash Preview: Bank of Canada To Remain Dovish After The Emergency Stimulus Provided in March
Flash Preview: BOJ Likely To Remain On Hold While Reiterating Its Readiness To Ease More If Needed
Flash Review: BOC Specifies Its Forward Guidance and Recalibrates QE To Focus On Longer-Term Bonds
by Brunello Rosa and Fawaz Sulaiman Al Mughrabi
23 October 2020
Flash Preview: BOJ Likely To Remain On Hold While Reiterating Its Readiness To Ease More If Needed
Flash Preview: BOJ Likely To Remain On Hold While Reiterating Its Readiness To Ease More If Needed
Flash Preview: BOJ Likely To Remain On Hold While Reiterating Its Readiness To Ease More If Needed
by Nouriel Roubini and Karmen Meneses
23 October 2020
ECB Preview: ECB To Mull Further PEPP Extension and Expansion
Flash Preview: BOJ Likely To Remain On Hold While Reiterating Its Readiness To Ease More If Needed
Flash Preview: BOJ Likely To Remain On Hold While Reiterating Its Readiness To Ease More If Needed
by Brunello Rosa, Nouriel Roubini and Karmen Meneses
23 October 2020
september - october 2020
Flash Review – RBA Ratchets Up Its Rhetoric Ahead of More Easing, Likely In November
Flash Preview: RBA To Remain On Hold In October, While Reiterating Its Further Easing Options
Flash Preview: RBA To Remain On Hold In October, While Reiterating Its Further Easing Options
by Brunello Rosa, Fawaz Al Mughrabi
6 October 2020
Flash Preview: RBA To Remain On Hold In October, While Reiterating Its Further Easing Options
Flash Preview: RBA To Remain On Hold In October, While Reiterating Its Further Easing Options
Flash Preview: RBA To Remain On Hold In October, While Reiterating Its Further Easing Options
by Brunello Rosa and Karmen Meneses
2 October 2020
Flash Review: RBNZ Steps Up Preparations For More Easing (And What This Means For The BoE)
Flash Preview: RBA To Remain On Hold In October, While Reiterating Its Further Easing Options
Review: Riksbank Remains On Hold And Pledges The Policy Rate To Be At Zero (or Lower) In Coming Year
by Brunello Rosa
23 September 2020
Review: Riksbank Remains On Hold And Pledges The Policy Rate To Be At Zero (or Lower) In Coming Year
Review: Riksbank Remains On Hold And Pledges The Policy Rate To Be At Zero (or Lower) In Coming Year
Review: Riksbank Remains On Hold And Pledges The Policy Rate To Be At Zero (or Lower) In Coming Year
by Brunello Rosa and Karmen Meneses
22 September 2020
Reviews: Fed, BoJ and BoE Leave Policy Stance Unchanged, But Add Important Twists To Language
Review: Riksbank Remains On Hold And Pledges The Policy Rate To Be At Zero (or Lower) In Coming Year
Reviews: Fed, BoJ and BoE Leave Policy Stance Unchanged, But Add Important Twists To Language
by Brunello Rosa and Karmen Meneses
17 September 2020
Flash Preview: US Federal Reserve Gradually Transitioning to a New Regime
Review: Riksbank Remains On Hold And Pledges The Policy Rate To Be At Zero (or Lower) In Coming Year
Reviews: Fed, BoJ and BoE Leave Policy Stance Unchanged, But Add Important Twists To Language
by Nouriel Roubini and Farah Aladsani
14 September 2020
While Remaining on Hold, The BOE Is Likely To Mull Further Stimulus and The BOJ To Sound More Upbeat
While Remaining on Hold, The BOE Is Likely To Mull Further Stimulus and The BOJ To Sound More Upbeat
While Remaining on Hold, The BOE Is Likely To Mull Further Stimulus and The BOJ To Sound More Upbeat
by Brunello Rosa and Karmen Meneses
11 September 2020
Flash Review: ECB Warns About Strong Euro, But Leaves Policy Stance Unchanged
While Remaining on Hold, The BOE Is Likely To Mull Further Stimulus and The BOJ To Sound More Upbeat
While Remaining on Hold, The BOE Is Likely To Mull Further Stimulus and The BOJ To Sound More Upbeat
by Brunello Rosa, Fawaz Al Mughrabi
10 September 2020
Flash Review: Bank of Canada Keeps The Tap of Monetary Easing Running
While Remaining on Hold, The BOE Is Likely To Mull Further Stimulus and The BOJ To Sound More Upbeat
Flash Preview – ECB To Remain Highly Accommodating In Response to the Fed’s Strategy Review
by Brunello Rosa, Fawaz Al Mughrabi
9 September 2020
Flash Preview – ECB To Remain Highly Accommodating In Response to the Fed’s Strategy Review
Flash Preview – ECB To Remain Highly Accommodating In Response to the Fed’s Strategy Review
Flash Preview – ECB To Remain Highly Accommodating In Response to the Fed’s Strategy Review
by Brunello Rosa, Fawaz Al Mughrabi
4 September 2020