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think
22 小时
Bank of Japan pauses but signals normalisation will continue
The Bank of Japan unanimously decided to keep its policy rate unchanged at 0.25%. Amid growing confidence in achieving its ...
think
1 天
Updated: Polish flood damages may be limited but GDP impact could be higher than that
Although the scale of humanitarian losses cannot be properly counted, we think available data suggests the economic damages ...
think
15 小时
Floods in Poland to cause limited damages but GDP impact may be higher
Although the scale of humanitarian losses cannot be properly counted, we think available data suggests the economic impact of ...
think
18 小时
THINK Ahead: 50 basis point rate cuts? How about 200
Should the Fed have just cut to the chase and slashed rates by 200 basis points this week? Don’t worry, James Smith hasn’t ...
think
15 小时
September floods to cause limited damages but impact on GDP may be higher
Although the scale of humanitarian losses cannot be properly counted, we think available data suggests the economic impact of ...
think
20 小时
CNB preview: The need for less restrictive monetary policy builds
Reducing policy rates has become fashionable, and the CNB will likely not want to fall behind with another soft cut ...
think
21 小时
National Bank of Hungary Preview: The door is wide open
The National Bank of Hungary will publish its latest set of macroeconomic projections for the main measures (GDP and ...
think
23 小时
FX Daily: Tide turning against the dollar
The dollar remains close to the lows of the year. Equity markets are reacting in a way that expects the Federal Reserve to ...
think
1 天
Rates Spark: Nothing breaking means higher 10Y Bund yields
Days with bear steepening of the Bund curve could become more common. With the Fed and now also the Bank of England behind us ...
think
1 天
Why the Bank of England won’t diverge from the Fed for long
The Bank of England may have got a head-start on the Federal Reserve, but the tone from UK policymakers is much more cautious ...
think
1 天
Central Bank of Turkey keeps rates on hold but softens its tightening bias
As widely expected, Turkey’s central bank has kept rates on hold (50%) at the September rate-setting meeting, reiterating its ...
think
2 天
50bp cut from the Fed as it looks to move rates to neutral quickly and avert recession
The US Federal Reserve wants to get to neutral quickly as it increasingly prioritises potential job weakness at a time when ...
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