All signal, no noise

All signal, no noise

All signal, no noise

Latest insights

The SARB is widely expected to stand pat on interest rates amid the ongoing Iran war.

Mar-24 11:15

Analysts are split between a cut and a hold.

Mar-23 20:44

We look at the COBRA meeting today and look ahead to this week's BOE speakers and UK data (inc CPI and flash PMIs).

Mar-23 15:44

The BCCh is widely expected to keep its reference rate unchanged at 4.50% on Tuesday.

Mar-23 10:58

The NBH is unanimously expected to keep the base rate unchanged at 6.25%.

Mar-23 09:14

Rio Tinto CEO Simon Trott discusses the company's energy supply shock buffers.

Mar-23 06:54

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FI Market Analysis

The MPC dropped its easing bias. We look at the prospects for a hike and whether fiscal policy can alleviate it.

March 21, 2026 08:14

The EU, Belgium, the Netherlands, Germany and Italy will hold auctions in the upcoming week.

March 20, 2026 06:30

Fed rates shift to a hiking bias as the Middle East conflict escalates and core central banks discuss reaction functions

March 20, 2026 06:18

The Riksbank held the policy rate at 1.75%, but uncertainty around the baseline projections was stressed throughout.

March 20, 2026 01:20

FX Market Analysis

Fed rates shift to a hiking bias as the Middle East conflict escalates and core central banks discuss reaction functions

March 20, 2026 06:18

The Riksbank held the policy rate at 1.75%, but uncertainty around the baseline projections was stressed throughout.

March 20, 2026 01:20

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

March 20, 2026 06:07

ECB communications showed a non-committal stance but one clearly wary of inflation risks, playing into hawkish markets

March 19, 2026 06:06