All signal, no noise

All signal, no noise

All signal, no noise

Latest insights

The last pre-conflict UK CPI print is expected to see headline CPI remain around 3.0%Y/Y; we look at drivers and details

Mar-24 14:17

A senior economist at the government-linked Resolution Foundation speaks to MNI about energy bill support.

Mar-24 13:39

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

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FI Market Analysis

The BOJ kept its policy rate at 0.75%, with Gov Ueda emphasising that rate hikes remain possible but no guidance

March 23, 2026 05:44

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

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