New Zealand's Q2 GDP growth disappointed (below expectations), alongside a contracting services sector and Business NZ PMI at 49.9...

We expect BoJ will leave policy rate on hold at 0.50% this week, with more time needed to determine impact of US tariffs Focus will be on...

The Bank of England held Bank Rate at 4.00%, with a 7-2 vote split; Dhingra and Taylor favoured a 25bp cut, as expected.  The annual...

**As seen in Risk In The Week report 09/13/25, get full access now! FOMC Rate Decision: The Federal Reserve opted to hold the federal...

We expect the FOMC to reduce the target range by 25bp from 4.25-4.50% to 4.00-4.25% at the meeting on September 16-17. This is fully...

**As seen in Online Tools > IMM, get full access now! Despite the weekly reduction, the euro remains heavily favored by speculators,...

**As seen in Online Tools > IMM, get full access now! Speculators reduced net long exposure to the USD across most currencies, with the...

**As seen in Online Tools > IRP, get full access now! Probability of a 25 bp cut (to 4.00%-4.25%): Approximately 90%. This would bring...

**As seen in Risk In The Week report 09/13/25, get full access now! Overall, retail sales showed resilience despite challenges like a...

We have changed our September Bank of Canada forecast from a no change decision to a 25bp cut from 2.75% to 2.50%. This decision is...

Recent economic data has reinforced expectations for a Fed rate cut next week. Markets are fully pricing-in a 25bps cut on September...

There is a significant risk that the US government will succeed in undermining the Fed's independence. Our US experts are taking this...

The lower median projections for the fed funds rate in 2025 and 2026 could be fostered by a more dovish composition of the Committee if...

We look for the economy to recover in Q3 as trade balance improves, and gross domestic product growth to become positive after...

The debt markets of Japan, France, the US and the UK have all been in the headlines in recent months.  Within this group, the UK has...

Meanwhile, in France, the main opposition parties have confirmed they will vote against the government in the confidence vote next week...

**Online Tools > FX Factors, get full access now! Carry strategies experienced a slight underperformance in August as the USD's decline...

**Online Tools > IMM, get full access now! The most recent Commitment of Traders (COT) data provides significant insights into market...

**As seen in Risk In The Week report 09/07/25, get full access now! June's 0.4% growth helped avert a Q2 flatline, with GDP 4.5% above...

**As seen in Risk In The Week report 09/07/25, get full access now! Headline inflation eased to 4.58% year-over-year (y/y), down from...