MONETARY AFFAIRS

The Future of Banking: Small is the New Big

by Alessandro Magnoli Bocchi

and Mert Yildiz

24 January 2019

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Review: BoJ Lowers Inflation Projections and Remains On Auto-Pilot

by Alex Waters

23 January 2019

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Norges Bank Preview: Waiting For March to Hike

Photo: Esten Borgos (from Norges Bank’s website)

by Alex Waters

18 January 2019

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BoJ PREVIEW: A Stronger Yen May Cause Some Discomfort

by Alex Waters

17 January 2019

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REVIEW: BoC Remains On Hold, With Hawkish Undertones

by B. Rosa, A. Waters and J. Shupac

9 January 2019

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PREVIEW: BoC Likely to Remain On Hold, While Sounding Upbeat

by Alex Waters and Joseph Shupac

7 January 2019

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November - december 2018

MONETARY AFFAIRS - Review: Riksbank Hikes its Policy Rate by 25bps

by Brunello Rosa

and Alex Waters

20 December 2018

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MONETARY AFFAIRS - Review: Fed Reduces Expected Number of Rate Hikes in 2019

by Brunello Rosa

and Alex Waters

19 December 2018

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MONETARY AFFAIRS - PREVIEW: Fed to Signal Slower Pace of Policy Normalization

by Brunello Rosa, Alex Waters and Nouriel Roubini

17 December 2018

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RIKSBANK PREVIEW: Riksbank Likely To Wait Longer Before Lift-Off

by Brunello Rosa and Alex Waters

14 December 2018

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ECB REVIEW ECB Confirms Its Policy Stance (With Few Details on Reinvestment)

by Brunello Rosa

13 December 2018

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ECB PREVIEW: We Do Not Expect A Radical Shift In Policy in December

by Brunello Rosa and Nouriel Roubini

30 November 2018

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September - November 2018

BOJ Still Far From A Shift In Policy Regime, But Triggers For A Change Are Now Clearer

by Nouriel Roubini

8 November 2018

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MONETARY AFFAIRS: ECB Review Rendez-Vous in December for All Decisions

by Brunello Rosa

25 October 2018

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BOC REVIEW: Trade Relief Ensures An Autumn Hike and Hawkish Tones

by Joseph Shupac and Brunello Rosa

24 October 2018

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MONETARY AFFAIRS - PREVIEW: ECB Likely To Buy More Time Before Committing

by Brunello Rosa

22 October 2018

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REVIEW: Fed Hikes Rates and Drops “Accommodative” Stance

by Brunello Rosa

27 September 2018

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PREVIEW: Fed Continues to Normalize At a Steady Pace

by Brunello Rosa

and Nouriel Roubini

24 September 2018

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July - September 2018

Norges Bank Begins Its Well-Telegraphed Tightening Cycle

by Brunello Rosa

21 September 2018

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Review: ECB Buys Time (Again) On Re-Investment Policy

by Brunello Rosa

13 September 2018

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ECB PREVIEW: Still Waiting For Re-Investment Policy Details

by Brunello Rosa

11 September 2018

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BOJ Policy Tweaks Fail To Impress Markets

by Brunello Rosa

and Nouriel Roubini

21 August 2018

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REVIEW: BOE Ends Up Delivering A Dovish Hike

by Brunello Rosa

2 August 2018

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PREVIEW: BoJ Unlikely To Change Its Policy Regime Apart From Minor Tweaks

by Nouriel Roubini

27 July 2018

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June - July 2018

BOE PREVIEW BOE Finds A Window To Slot In a Rate Hike

by Brunello Rosa

27 July 2018

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ECB Review: Details On Reinvestment Policy to Come After the Summer

by Brunello Rosa

26 July 2018

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ECB PREVIEW: Focus on Re-Investment Policy

by Brunello Rosa

20 July 2018

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BOC Review: Hike Now, and on a Half-Yearly Basis

By Joseph Shupac

and Brunello Rosa

12 July 2018

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PREVIEW: BOC Set to Raise Rates, But No Longer Certain to Signal Further Hikes

by Joseph Shupac and Brunello Rosa

6 July 2018

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BOE After June MPC and Mansion House Speech

by Brunello Rosa

22 June 2018

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May - June 2018

ECB Indicates End of QE and Beginning of Rates Guidance

Brunello Rosa

14 June 2018

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Fed Review: Fed Delivers A Hawkish Hike

by Brunello Rosa

13 June 2018

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FED PREVIEW: Hike in June Done Deal, Four Hikes in 2018 Not Yet

by Nouriel Roubini and Brunello Rosa

11 June 2018

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ECB PREVIEW: Discussion on QE Extension to Begin in June, But No Rush to Decide

by Brunello Rosa and Nouriel Roubini

8 June 2018

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BOE Stays on Hold and Remains Data Dependent

by Brunello Rosa

10 May 2018

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BOE To Remain on Hold in May (And Even a Hike in August Is Not A Done Deal)

by Brunello Rosa

4 May 2018

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March - April 2018

ECB to Gradually Exit QE by Year-End

by Brunello Rosa and Nouriel Roubini
17 April 2018

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Fed Review: Fed Delivers A Relatively Hawkish Hike

by Brunello Rosa

22 March 2018

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Fed Preview March 2018: A “Relatively Hawkish” Hike

by Brunello Rosa and Nouriel Roubini

19 March 2018

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ECB Drops Easing Bias Amid Dovish Press Conference

by Brunello Rosa

8 March 2018

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BOC Preview: On Hold Given Negative Economic Surprises

by Joseph Shupac and Brunello Rosa

6 March 2018

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ECB’s Dilemma: Euro Strength vs Removing the Easing Bias

by Brunello Rosa and Nouriel Roubini

2 March 2018

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February 2018

Monetary Policy in the Medium-Term: Tighter Stance, Expanded Toolkit

by Alessandro Magnoli Bocchi

and Francisco Quintana

23 February 2018

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Riskbank Review: On Hold, With A Dovish Tilt

by Brunello Rosa

14 February 2018

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Q&A on FOMC Composition and Fed’s Policy Regime

by Nouriel Roubini and Brunello Rosa

13 February 2018

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Riksbank Preview: On Hold, With A Dovish Bias

by Brunello Rosa and Nouriel Roubini

12 February 2018

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BoE Delivers Hawkish Inflation Report

by Brunello Rosa

12 February 2018

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BOE Preview February : On Hold, But Alert

by Brunello Rosa

2 February 2018

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November - December 2017

December 2017 Review: Riksbank Brings Forward Reinvestment Plans

by Brunello Rosa

20 December 2017

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December 2017 Preview: Riksbank to Extend Monetary Easing

by Brunello Rosa and Nouriel Roubini

15 December 2017

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Fed Review December 2017: Another Dovish Hike, Caution Ahead

by Brunello Rosa

13 December 2017

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Fed Preview: Cautious Tightening After The December Hike

by Brunello Rosa

11 December 2017

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ECB Preview December 2017: Nuances on Forward Guidance

by Brunello Rosa

7 December 2017

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BOE Tightening: Unwillingly Dovish

by Brunello Rosa

2 November 2017

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October 2017

The Choice of the New Fed Chair

by Nouriel Roubini

30 October 2017

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ECB Cautiously Reduces The Pace of QE

by Brunello Rosa

26 October 2017

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The Riksbank Hints at More QE

by Brunello Rosa

26 October 2017

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ECB To Cautiously Reduce the Pace of QE

by Brunello Rosa and Nouriel Roubini

16 October 2017

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How the Market is Mis-Reading the Riksbank

by Brunello Rosa and Nouriel Roubini

19 October 2017

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BOE to Reduce Accommodation Despite Rising Political Turmoil

by Brunello Rosa and Nouriel Roubini

13 October 2017

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MONETARY AFFAIRS

The Future of Banking: Small is the New Big

Review: BoJ Lowers Inflation Projections and Remains On Auto-Pilot

Norges Bank Preview: Waiting For March to Hike

BoJ PREVIEW: A Stronger Yen May Cause Some Discomfort

REVIEW: BoC Remains On Hold, With Hawkish Undertones

PREVIEW: BoC Likely to Remain On Hold, While Sounding Upbeat

November - december 2018

MONETARY AFFAIRS - Review: Riksbank Hikes its Policy Rate by 25bps

MONETARY AFFAIRS - Review: Fed Reduces Expected Number of Rate Hikes in 2019

MONETARY AFFAIRS - PREVIEW: Fed to Signal Slower Pace of Policy Normalization

RIKSBANK PREVIEW: Riksbank Likely To Wait Longer Before Lift-Off

ECB REVIEW ECB Confirms Its Policy Stance (With Few Details on Reinvestment)

ECB PREVIEW: We Do Not Expect A Radical Shift In Policy in December

September - November 2018

BOJ Still Far From A Shift In Policy Regime, But Triggers For A Change Are Now Clearer

MONETARY AFFAIRS: ECB Review Rendez-Vous in December for All Decisions

BOC REVIEW: Trade Relief Ensures An Autumn Hike and Hawkish Tones

MONETARY AFFAIRS - PREVIEW: ECB Likely To Buy More Time Before Committing

REVIEW: Fed Hikes Rates and Drops “Accommodative” Stance

PREVIEW: Fed Continues to Normalize At a Steady Pace

July - September 2018

Norges Bank Begins Its Well-Telegraphed Tightening Cycle

Review: ECB Buys Time (Again) On Re-Investment Policy

ECB PREVIEW: Still Waiting For Re-Investment Policy Details

BOJ Policy Tweaks Fail To Impress Markets

REVIEW: BOE Ends Up Delivering A Dovish Hike

PREVIEW: BoJ Unlikely To Change Its Policy Regime Apart From Minor Tweaks

June - July 2018

BOE PREVIEW BOE Finds A Window To Slot In a Rate Hike

ECB Review: Details On Reinvestment Policy to Come After the Summer

ECB PREVIEW: Focus on Re-Investment Policy

BOC Review: Hike Now, and on a Half-Yearly Basis

PREVIEW: BOC Set to Raise Rates, But No Longer Certain to Signal Further Hikes

BOE After June MPC and Mansion House Speech

May - June 2018

ECB Indicates End of QE and Beginning of Rates Guidance

Fed Review: Fed Delivers A Hawkish Hike

FED PREVIEW: Hike in June Done Deal, Four Hikes in 2018 Not Yet

ECB PREVIEW: Discussion on QE Extension to Begin in June, But No Rush to Decide

BOE Stays on Hold and Remains Data Dependent

BOE To Remain on Hold in May (And Even a Hike in August Is Not A Done Deal)

March - April 2018

ECB to Gradually Exit QE by Year-End

Fed Review: Fed Delivers A Relatively Hawkish Hike

Fed Preview March 2018: A “Relatively Hawkish” Hike

ECB Drops Easing Bias Amid Dovish Press Conference

BOC Preview: On Hold Given Negative Economic Surprises

ECB’s Dilemma: Euro Strength vs Removing the Easing Bias

February 2018

Monetary Policy in the Medium-Term: Tighter Stance, Expanded Toolkit

Riskbank Review: On Hold, With A Dovish Tilt

Q&A on FOMC Composition and Fed’s Policy Regime

Riksbank Preview: On Hold, With A Dovish Bias

BoE Delivers Hawkish Inflation Report

BOE Preview February : On Hold, But Alert

January 2018

Fed Preview: On Hold in January, Door Open in March

ECB Review Strong Euro at the Forefront of ECB’s Attention

ECB Preview: Taking Stock of the Strong Euro

November - December 2017

December 2017 Review: Riksbank Brings Forward Reinvestment Plans

December 2017 Preview: Riksbank to Extend Monetary Easing

Fed Review December 2017: Another Dovish Hike, Caution Ahead

Fed Preview: Cautious Tightening After The December Hike

ECB Preview December 2017: Nuances on Forward Guidance

BOE Tightening: Unwillingly Dovish

October 2017

The Choice of the New Fed Chair

ECB Cautiously Reduces The Pace of QE

The Riksbank Hints at More QE

ECB To Cautiously Reduce the Pace of QE

How the Market is Mis-Reading the Riksbank

BOE to Reduce Accommodation Despite Rising Political Turmoil

September 2017

Fed Review: Dovish Tightening, Hawkish Signals

Fed Preview: "Relatively Dovish" Tightening Set to Continue

ECB Review: Draghi Said More Than Most People Think

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