Final Data Prints Ahead of Big Central Bank Meetings on Thursday

In focus today Markets are eyeing developments in oil markets amid diplomacy in the Ukraine war and US President Trump blocking oil tankers in Venezuela....

RBA on Hold in 2026, Risks on Both Sides

Westpac Economics sees inflation heading back to target in the year ahead, but this will not be enough to shift the RBA’s more hawkish...

Bank of England (BoE) Preview: A Hawkish Cut in a Stagnating Economy? Implications for the GBP & FTSE 10

The Bank of England’s (BoE) final Monetary Policy Committee (MPC) meeting of 2025, scheduled for December 18, arrives amid strong conviction from financial markets:...

Bank of Japan Preview

Summary Bank of Japan (BoJ) policymakers are set to raise rates 25 bps this week, a now consensus view but a stance we took well...

Sunset Market Commentary

Markets European PMIs were nothing but the amuse-bouche ahead of the more important US economic update, if only because they don’t fuel further speculation for...

NFP Market Reactions: Stocks Open Timidly, Gold Rallies After NFP Report But Other Markets are Stuck

The Non-Farm Payrolls finally released, relatively on time, and came at a small beat on expectations (64K vs 40K expected) while the Unemployment rate...
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