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MONETARY AFFAIRS
FLASH REVIEW: Norges Bank Surprises Markets And Signals A Rate Hike In June
by Brunello Rosa
9 May 2019
Review: RBNZ Is The First G10 Central Bank to Cut Rates In This Cycle
by Alex Waters and Brunello Rosa
8 May 2019
RBA Review: Cash Rate Held Steady, Labour Market Key to Rate Outlook
By Alex Waters and Brunello Rosa
7 May 2019
MONETARY AFFAIRS - RBA PREVIEW: A Rate Cut Is On The Table
by Alex Waters and Brunello Rosa
3 May 2019
MONETARY AFFAIRS - Review: Fed Remains Patiently Dovish, But No Rate Cuts In Sight
by Brunello Rosa and Nouriel Roubini
1 May 2019
April 2019
Preview: Fed Still Patient, With Rate Cuts Considered Only If Outlook Worsens
by Nouriel Roubini and Alex Waters
29 April 2019
Flash Review: Ultra-Dovish Riksbank Lowers Its Repo Rate Path And Extends QE to End-2020
by Brunello Rosa
25 April 2019
Review: The BoJ Re-Commits to Its Current Policy Framework by Updating Its Forward Guidance
by Brunello Rosa
25 April 2019
MONETARY AFFAIRS - Review: Bank Of Canada Removes Its Tightening Bias
by Brunello Rosa
24 April 2019
Preview: BoJ In Wait-And-See Mode as Global Headwinds May Fade
by Alex Waters and Nouriel Roubini
19 April 2019
MONETARY AFFAIRS - Bank of Canada Preview: On Hold, For Now
by Alex Waters and Brunello Rosa
19 April 2019
MARCH-APRil 2019
ECB Review: Assessing The Policy Stance Ahead Of Further Possible Action
By Brunello Rosa
10 April 2019
ECB PREVIEW: Policy on Hold. No Tiering Yet and TLTRO Details to Be Decided Over Time
by Brunello Rosa and Nouriel Roubini
8 April 2019
ECB Is Mulling Reserve Tiering, But It Has Not Made Up Its Mind Yet
by Brunello Rosa
8 April 2019
Review: RBNZ Prepares For a Rate Cut (And Puts Pressure On RBA To Shift Risk Balance)
by Alex Waters and Brunello Rosa
28 March 2019
Review: Hawkish Norges Bank Raises Rates and Signals Another Hike Within Six Months
by Brunello Rosa and Alex Waters
21 March 2019
MONETARY AFFAIRS - Review: Fed Delivers Another Dovish Surprise
by Brunello Rosa and Alex Waters
20 March 2019
March 2019
Preview: Norges Bank To Hike In March and Signal Another Hike in 2019
by Alex Waters
15 March 2019
Fed Preview: Extended Pause Highly Likely and Treasuries Runoff to End This Year
by N. Roubini, B. Rosa and A. Waters
14 March 2019
MONETARY AFFAIRS - ECB Review: ECB Adds Monetary Accommodation
by Brunello Rosa
7 March 2019
Reviewing DNB’s Reaction Function To Defend Currency Peg
by Alex Waters and Brunello Rosa
5 March 2019
MONETARY AFFAIRS - PREVIEW: BOC Likely To Pause For Longer
by Alex Waters, Joseph Shupac, Brunello Rosa
4 March 2019
January - February 2019
PREVIEW: Change In Forward Guidance and New (T)LTRO Coming, Given Downside Risks
by Nouriel Roubini and Brunello Rosa
21 February 2019
SNB: Rising Global and Domestic Risks To Fight With Little Policy Ammunition
by Alex Waters and Brunello Rosa
20 February 2019
RBA Jumps on The Dovish Bandwagon, While RBNZ Still Sits On The Fence
by Alex Waters
19 February 2019
REVIEW: The Fed Takes A Sharp Break In the Hiking Cycle and Moves to a Strongly Dovish Stance
by Brunello Rosa
30 January 2019
Fed Preview: Opening The Door To A Pause In The Hiking Cycle
by Alex Waters and Brunello Rosa
25 January 2019
Review: ECB Twists Risks To The Growth Outlook To The Downsid
by Brunello Rosa
24 January 2019
January 2019
The Future of Banking: Small is the New Big
by Alessandro Magnoli Bocchi
and Mert Yildiz
24 January 2019
Review: BoJ Lowers Inflation Projections and Remains On Auto-Pilot
by Alex Waters
23 January 2019
REVIEW: BoC Remains On Hold, With Hawkish Undertones
by B. Rosa, A. Waters and J. Shupac
9 January 2019
PREVIEW: BoC Likely to Remain On Hold, While Sounding Upbeat
by Alex Waters and Joseph Shupac
7 January 2019
November - december 2018
MONETARY AFFAIRS - Review: Riksbank Hikes its Policy Rate by 25bps
by Brunello Rosa
and Alex Waters
20 December 2018
MONETARY AFFAIRS - Review: Fed Reduces Expected Number of Rate Hikes in 2019
by Brunello Rosa
and Alex Waters
19 December 2018
MONETARY AFFAIRS - PREVIEW: Fed to Signal Slower Pace of Policy Normalization
by Brunello Rosa, Alex Waters and Nouriel Roubini
17 December 2018
RIKSBANK PREVIEW: Riksbank Likely To Wait Longer Before Lift-Off
by Brunello Rosa and Alex Waters
14 December 2018
ECB REVIEW ECB Confirms Its Policy Stance (With Few Details on Reinvestment)
by Brunello Rosa
13 December 2018
ECB PREVIEW: We Do Not Expect A Radical Shift In Policy in December
by Brunello Rosa and Nouriel Roubini
30 November 2018
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
MONETARY AFFAIRS: ECB Review Rendez-Vous in December for All Decisions
by Brunello Rosa
25 October 2018
BOC REVIEW: Trade Relief Ensures An Autumn Hike and Hawkish Tones
by Joseph Shupac and Brunello Rosa
24 October 2018
MONETARY AFFAIRS - PREVIEW: ECB Likely To Buy More Time Before Committing
by Brunello Rosa
22 October 2018
PREVIEW: Fed Continues to Normalize At a Steady Pace
by Brunello Rosa
and Nouriel Roubini
24 September 2018
July - September 2018
ECB PREVIEW: Still Waiting For Re-Investment Policy Details
by Brunello Rosa
11 September 2018
BOJ Policy Tweaks Fail To Impress Markets
by Brunello Rosa
and Nouriel Roubini
21 August 2018
PREVIEW: BoJ Unlikely To Change Its Policy Regime Apart From Minor Tweaks
by Nouriel Roubini
27 July 2018
June - July 2018
ECB Review: Details On Reinvestment Policy to Come After the Summer
by Brunello Rosa
26 July 2018
BOC Review: Hike Now, and on a Half-Yearly Basis
By Joseph Shupac
and Brunello Rosa
12 July 2018
PREVIEW: BOC Set to Raise Rates, But No Longer Certain to Signal Further Hikes
by Joseph Shupac and Brunello Rosa
6 July 2018
May - June 2018
FED PREVIEW: Hike in June Done Deal, Four Hikes in 2018 Not Yet
by Nouriel Roubini and Brunello Rosa
11 June 2018
ECB PREVIEW: Discussion on QE Extension to Begin in June, But No Rush to Decide
by Brunello Rosa and Nouriel Roubini
8 June 2018
BOE To Remain on Hold in May (And Even a Hike in August Is Not A Done Deal)
by Brunello Rosa
4 May 2018
March - April 2018
Fed Preview March 2018: A “Relatively Hawkish” Hike
by Brunello Rosa and Nouriel Roubini
19 March 2018
BOC Preview: On Hold Given Negative Economic Surprises
by Joseph Shupac and Brunello Rosa
6 March 2018
ECB’s Dilemma: Euro Strength vs Removing the Easing Bias
by Brunello Rosa and Nouriel Roubini
2 March 2018
February 2018
Monetary Policy in the Medium-Term: Tighter Stance, Expanded Toolkit
by Alessandro Magnoli Bocchi
and Francisco Quintana
23 February 2018
Q&A on FOMC Composition and Fed’s Policy Regime
by Nouriel Roubini and Brunello Rosa
13 February 2018
Riksbank Preview: On Hold, With A Dovish Bias
by Brunello Rosa and Nouriel Roubini
12 February 2018
January 2018
November - December 2017
December 2017 Review: Riksbank Brings Forward Reinvestment Plans
by Brunello Rosa
20 December 2017
December 2017 Preview: Riksbank to Extend Monetary Easing
by Brunello Rosa and Nouriel Roubini
15 December 2017
Fed Review December 2017: Another Dovish Hike, Caution Ahead
by Brunello Rosa
13 December 2017
October 2017
ECB To Cautiously Reduce the Pace of QE
by Brunello Rosa and Nouriel Roubini
16 October 2017
How the Market is Mis-Reading the Riksbank
by Brunello Rosa and Nouriel Roubini
19 October 2017
BOE to Reduce Accommodation Despite Rising Political Turmoil
by Brunello Rosa and Nouriel Roubini
13 October 2017
September 2017
Fed Review: Dovish Tightening, Hawkish Signals
by Brunello Rosa and Nouriel Roubini
20 September 2017
Fed Preview: "Relatively Dovish" Tightening Set to Continue
by Brunello Rosa and Nouriel Roubini
15 September 2017