All signal, no noise

All signal, no noise

All signal, no noise

Latest insights

Swiss National Bank set to keep rates unchanged despite weaker-than-expected inflation.

Dec-05 13:04

The NBP cut rates by 25bp; the Governor guided that the MPC will move into 'wait-and-see' mode, then consider more cuts.

Dec-05 11:08

Austria and Italy will look to hold conventional auctions in the upcoming week.

Dec-05 09:02

The RBA board will deliver its next cash rate decision on December 9.

Dec-05 07:01

Advisors share their China property outlook ahead of next week's CEWC meeting.

Dec-05 04:04

Policy advisors explain China's 2026 GDP growth strategy.

Dec-05 03:08

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FI Market Analysis

The EU, Germany, Spain and France will all look to hold auctions in the upcoming week.

November 28, 2025 05:10

We look at ten big takeaways from the Budget. Increasing taxes and energy bills into an election looks questionable

November 28, 2025 01:07

A weekly wrap of some of the key macro themes/data outcomes for the Asia Pac region

November 28, 2025 06:09

Headline HICP is expected to firm a tenth to around 2.2% Y/Y, while core is seen holding at 2.4%.

November 27, 2025 07:07

FX Market Analysis

A weekly wrap of some of the key macro themes/data outcomes for the Asia Pac region

November 28, 2025 06:09

The MPC voted 5-1 to cut rates 25bp to 2.25%, as was expected. The discussion was between a hold or 25bp of easing.

November 27, 2025 03:53

The RBNZ is likely to cut rates 25bp on 26 November to 2.25%, edging below its estimate of "neutral".

November 25, 2025 04:04

We discuss the five factors (in order of importance) that will drive the market reaction to this week's Budget

November 24, 2025 12:41