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Monetary Affairs
Flash Review: SNB Reviews Negative Rates Regime And Moves Closer To An Easier Policy Stance
By Brunello Rosa
19 September 2019
September 2019
Flash Review: Norges Bank Raises Rates Once More Before A Pause
by Brunello Rosa
19 September 2019
Flash Review: BoJ On Hold, Getting Ready To Ease Policy In October
By Brunello Rosa and Francesca Panelli
19 September 2019
Fed Review: A Divided FOMC Cuts Rates, But Is Less Dovish Than Markets Expected
by Brunello Rosa
18 September 2019
MONETARY AFFAIRS - BOJ PREVIEW: Keeping the Powder (Mostly) Dry
by N. Roubini, B. Rosa and F. Panelli
17 September 2019
FED PREVIEW: A 25bps Cut In September, With the Door Open to More Cuts Later On
by N. Roubini, B. Rosa and F. Panelli
16 September 2019
Flash Preview: SNB Getting Ready To Follow The ECB With Lower Rates
by Brunello Rosa and Francesca Panelli
13 September 2019
August - September 2019
Flash Preview: Norges Bank To Weigh Its Options In September
by Brunello Rosa and Francesca Panelli 13 September 2019
Review: ECB Delivers A Low-Intensity, Open-Ended Easing Program
by Brunello Rosa
12 September 2019
ECB PREVIEW: ECB’s Easing Package May Be Smaller Than Expected
by Brunello Rosa and Nouriel Roubini
6 September 2019
BOC, RBA and Riksbank Preview: On Hold, With A Dovish Bias
by Francesca Panelli and Brunello Rosa
30 August 2019
ECB View Update: A Larger Stimulus Package For a More Severe Economic Slowdown
by B. Rosa, N. Roubini and F. Panelli
23 August 2019
Flash Preview: Norges Bank To Remain On Hold, But Still Open To Future Hikes
by Brunello Rosa
9 August 2019
July - AUgust 2019
Flash Review: RBNZ Cuts Rates More Than Expected And Signals Further Easing
by Brunello Rosa
7 August 2019
Flash Preview: Reserve Bank of New Zealand to Cut Rates in August
by Brunello Rosa and Francesca Panelli
2 August 2019
Flash Review: BOE Leaves Policy Stance Unchanged And Awaits Brexit Outcome
by Brunello Rosa
1 August 2019
Fed Review: Fed Unwillingly Delivers A Relatively Hawkish Rate Cut
by Brunello Rosa
31 July 2019
A Cautious BOJ Stays Put, But Signals Readiness To Ease If Economic Conditions Worsen
by Brunello Rosa and Francesca Panelli
30 July 2019
PREVIEW: Fed to Cut Rates by 25bps in July and Signal Another 25bps Cut In Sept
by N. Roubini, Brunello Rosa and Alex Waters
29 July 2019
JUly 2019
MONETARY AFFAIRS - BOJ Preview: Incremental Steps Before September’s Decisions
by A. Waters, B. Rosa and N. Roubini
26 July 2019
Review: ECB Prepares To Deliver Fresh Stimulus Package In September
by Brunello Rosa
25 July 2019
ECB PREVIEW: Getting Ready To Deliver More Easing In September
by Brunello Rosa, Alex Waters, F.Panelli
19 July 2019
Flash Review: Bank of Canada Now On Hold, Ready To Go Either Way
By Brunello Rosa
10 July 2019
BoC Preview: Balancing Global Headwinds with Domestic Resilience
by Francesca Panelli and Brunello Rosa
5 July 2019
MONETARY AFFAIRS: G10 Central Banks Preparing For Their Easing Moves
by Brunello Rosa
4 July 2019
June 2019
Flash Review: Riksbank Remains Cautious And Leaves Outlook Unchanged
by Alex Waters and Brunello Rosa
3 Juy 2019
RBA Cuts Rates for a Second Month in a Row, With The Possibility Of More Easing Ahead
by Brunello Rosa and Alex Waters
2 July 2019
MONETARY AFFAIRS - Preview: Riksbank To Remain Prudently Dovish
by Brunello Rosa and Alex Waters
28 June 2019
MONETARY AFFAIRS - Central Bank Preview: RBA Ready To Cut Rates Again
by Alex Waters and Brunello Rosa
28 June 2019
Flash Review: Norges Bank Raises Rates and Hints At More Hikes in 2019
by Brunello Rosa
20 June 2019
Review: Fed Moves To Easing Bias As It Stands Ready To Cut Rates In H2
by Brunello Rosa
19 June 2019
Preview: Fed To Stay On Hold But Leave Wide Open the Option of Forthcoming Rate Cuts
By N. Roubini, Brunello Rosa and Alex Waters
17 June 2019
Preview: Norges Bank Set To Increase Rates In Spite Of Dovish Fed and ECB
by Alex Waters and Brunello Rosa
14 June 2019
Review: The SNB Introduces A New Policy Rate (and Claims To Have Space To Ease)
By Brunello Rosa and Alex Waters
6 June 2019
Review: ECB Is Not As Dovish As The Market Expected, But Is Ready To Ease
By Brunello Rosa
6 June 2019
Review: RBA Cuts Its Cash Rate Due to Uncertainty On The Global Outlook
by Alex Waters
4 June 2019
ECB Preview: Don’t Expect Too Much Substance, But Still a Dovish Tone
by Brunello Rosa and Nouriel Roubini
3 June 2019
MAY 2019
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
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
Norges Bank Preview: Waiting For March to Hike
REVIEW: BoC Remains On Hold, With Hawkish Undertones
by B. Rosa, A. Waters and J. Shupac
9 January 2019
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
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
MONETARY AFFAIRS - REVIEW: BOJ Policy Tweaks Fail To Impress Markets
by Brunello Rosa and Nouriel Roubini
21 August 2018
MONETARY AFFAIRS - REVIEW: BOE Ends Up Delivering A Dovish Hike
by Brunello Rosa
2 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