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The Bank of England has increased interest rates by 25 basis points. Bank Rate now stands at 4.25%. Like last month, it has indicated it could hike again if inflation is continuing to show signs of ‘persistence’ The Bank’s own survey of businesses su...
Market rates had been edging higher as we headed into the Federal Open Market Committee meeting. The effect has been lower market rates, in particular on the front end. The upside surprise in yesterday’s inflation reading for February was a reminder ...
The Federal Reserve has hiked the fed funds target rate range 25bp to 4.75-5%. This was a unanimous decision with the committee backing the view that “some additional policy firming may be appropriate” The Fed appears quietly confident the economy wo...
The reform, centred on prolonging retirement age, should ensure progressive rebalancing of pension system by 2030. Pension law sends signal of France’s intent to preserve medium-term fiscal sustainability, introduce supply-side reforms. Still, fiscal...
With a 25bp hike 80% discounted there is a green light for the Fed to go ahead and deliver that. It's unlikely the Fed will provide much guidance for the May meeting, but it's also unlikely we get a so-called dovish hike. The big take-away is likely ...
The aggressive response by regulators and public authorities in the US and in Switzerland is a reason for optimism. After the Credit Suisse takeover, one positive is that markets have no ‘next domino’ to focus on. This should allow hikes to be priced...
There are encouraging signs that inflation is genuinely starting to ease. Core services inflation took a nose-dive in January – though we’ll have to wait and see whether this is replicated in the most recent data due a day before the BoE decision. We...
Central banks currently offering U.S. dollar operations have agreed to increase the frequency of 7-day maturity operations from weekly to daily. This allows central banks to access US$ from the Federal Reserve to help satisfy dollar liquidity needs o...
Fed Chair Jerome Powell opened the door to a 50bp rate hike on 7 March. Just two days later, troubles at Silicon Valley Bank prompted fears of contagion and turmoil. This has led to a collapse in rate hike expectations for both the 22 March FOMC meet...
The ECB went ahead and hiked by 50bp without any particular hitch. Credit Suisse now has a CHF50bn line to the Swiss National Bank. First Republic has access to $30bn in deposits from US SIBs. This is unlikely to be the end of it for these two names ...
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