2+ day, 13+ hour ago   (282+ words) The Turkish central bank kept rates on hold, signalling continued caution amid heightened geopolitical uncertainty and growing inflation risks from rising oil prices Last month, the CBT eased liquidity conditions, bringing the effective cost of funding down from the corridor's…...

2+ day, 13+ hour ago   (492+ words) ing think The European Central Bank has hiked interest rates by 25bp. At 2.5%, the main policy rate is now at the upper bound of what the central bank considers its neutral interest-rate range Global Head of Macro They might not like…...

2+ day, 14+ hour ago   (256+ words) Shifting circumstances, including higher energy prices and elevated uncertainty, prompted a more balanced tone from the NBP Governor today than July's extremely dovish messaging. We maintain our view that rates will remain unchanged until mid-2027, contrary to aggressive market pricing of…...

3+ day, 19+ hour ago   (409+ words) The CBT has lowered the effective funding rate from 40% to 37%, citing easing inflation risks, weaker domestic demand, and improving monetary transmission. Growth is slowing, inflation should fall below 30% this year, reserves have markedly recovered, and the CBT has resumed asset…...

4+ day, 6+ hour ago   (381+ words) August issuance reached a record US$116bn, surpassing the previous high set in 2020 Strongest corporates issuances on record in August August issuance was the strongest on record (US$116bn), surpassing the previous record in 2020, up from US$84bn in July and well above…...

4+ day, 17+ hour ago   (399+ words) ING Think As expected, inflation has started to increase again in Hungary. While the overall picture remains positive, the number of upside risks is growing rapidly. If the external situation remains volatile until the next interest rate decision is made,…...

4+ day, 18+ hour ago   (224+ words) The ECB must decide which risk is the lesser evil: overtightening (and potentially upsetting European bonds) or underestimating inflation. A 25bp hike is widely expected on Thursday, and we think the Bank may strike a more cautious tone – dovish, relative to…...

4+ day, 20+ hour ago   (298+ words) Taiwan's inflation came in below expectations in August, easing to 2.04% year-on-year and returning to the CBC's target range. The reading adds uncertainty ahead of the September meeting, where a rate hike remains possible, but policymakers now have an excuse to…...

5+ day, 22+ hour ago   (179+ words) Turkey's Medium-Term Plan for 2027-2029, which projects above-consensus growth led mainly by domestic demand, also sees higher inflation, increased primary spending, and a wider current account deficit than the previous plan for the next year At the weekend, Vice President Cevdet…...

1+ week, 2+ day ago   (889+ words) The Fed Chair made it clear at Jackson Hole that underlying inflation is not improving. But this is simply not what the data is telling us, writes James Smith. A rate hike may be coming, but the case is far…...