INVESTINGLIVE
OECD sees BOJ hiking rates to 2% by end-2027 as Japan exits deflation era
The desk interprets the OECD's projection of a 2% policy rate by the Bank of Japan (BOJ) by the end of 2027 as a significant endorsement of the BOJ's hawkish…
Commentary
Aggregated central bank speeches and statements with LLM-generated summaries and stance scoring.
Showing 301–330+ results
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Australian Q1 wage price index jumps 3.3% y/y, as expected and below Q4 2025 3.4%
The Australian Wage Price Index (WPI) for Q1 2026 has printed at 3.3% year-on-year, aligning with expectations but slightly below the previous quarter's 3.4%…
- INVESTINGLIVE
PBOC sets USD/ CNY reference rate for today at 6.8431 (vs. estimate at 6.7946)
The PBOC's recent USD/CNY reference rate setting at 6.8431, significantly above the market estimate of 6.7946, signals a cautious approach to yuan depreciation…
- INVESTINGLIVEGS
PBOC is expected to set the USD/CNY reference rate at 6.7946 – Reuters estimate
The desk sees the PBOC's upcoming USD/CNY reference rate setting as a pivotal moment for the yuan, particularly in light of Goldman Sachs' assertion that the…
- INVESTINGLIVE
Hot CPI print - Wall Street inflation fears mount as break-even rates hit multiyear highs
Lead — The desk is increasingly concerned about rising inflation expectations following a hotter-than-expected CPI print, which has driven five-year break-even…
- BOJ
Direct Investment by Region and Industry (2023 C.Y. and 2024 C.Y., Annually Revised Figures)
The desk sees the recent data release from the Bank of Japan as a pivotal indicator of Japan's direct investment trends, suggesting a potential shift in the…
- INVESTINGLIVEGSJPM
Goldman Sachs says yuan 20% undervalued, lifts forecasts to 6.50 in a year
Lead — Goldman Sachs' recent analysis underscores a significant undervaluation of the Chinese yuan, estimating it to be over 20% lower against the US dollar.…
- ING ECONOMICSING
Rates Spark: Hard to see a ceiling for gilt yields
ING suggests that UK gilt yields face upward pressure with no clear ceiling, driven by persistent inflation, fiscal concerns, and aggressive QT unwind from the…
- INVESTINGLIVE
India more than doubles gold and silver import tariffs to 15%, effort to prop up the rupee
Lead — India's decision to more than double gold and silver import tariffs to 15% aims to support the rupee and narrow the trade deficit, but it risks reviving…
- INVESTINGLIVE
Economic and event calendar in Asia Wednesday, May 13, 2026
The Reserve Bank of New Zealand's upcoming quarterly Survey of Inflation Expectations is poised to be a critical indicator of inflation psychology, as…
- INVESTINGLIVE
Fed's Goolsbee:Inflation is going the wrong way, not just in oil and tariff related things
The desk interprets recent comments from Fed's Goolsbee as indicative of a more hawkish stance on inflation, particularly concerning services inflation. Per…
- INVESTINGLIVE
Kevin Warsh is confirmed to be a Federal Governor of the Federal Reserve Board
The recent confirmation of Kevin Warsh as a Federal Reserve Governor marks a pivotal moment for U.S. monetary policy. Per the full note from investinglive-cb,…
- ING THINK
Rates Spark: Hard to see a ceiling for gilt yields
Lead — Gilt yields are poised for further increases, driven by both political uncertainties and the Bank of England's ongoing quantitative tightening measures.…
- IN CONTEXT FROM J.P. MORGANJPM
Don't forget: Confirm your subscription
The recent commentary from J.P. Morgan serves as a timely reminder for traders to confirm their subscriptions and stay updated with relevant insights. This…
- ING ECONOMICSING
Webinar: Oil, Iran and the markets: what happens next?
ING Economics hosts a webinar on the interplay between oil prices, Iran sanctions, and broader market impacts, with potential FX implications for energy-linked…
- INVESTINGLIVE
Fed's Goolsbee: We have an inflation problem in this country
The desk believes that the persistent inflationary pressures highlighted by Chicago Fed President Austan Goolsbee will necessitate a more aggressive response…
- ING THINKING
Webinar: Oil, Iran and the markets: what happens next?
The desk anticipates that rising energy prices, particularly due to geopolitical tensions involving Iran, will have significant ripple effects across global…
- BIS SPEECHES
Poonam Gupta: Prosperous states for a prosperous India
The desk posits that India's economic growth is increasingly reliant on the prosperity of its individual states, as articulated by Dr. Poonam Gupta, Deputy…
- BIS SPEECHES
Yannis Stournaras: Challenges for the Greek insurance market and for the supervisors
The desk interprets Yannis Stournaras's recent comments on the Greek insurance market as indicative of broader economic vulnerabilities that could impact the…
- BIS SPEECHESMS
Mary-Elizabeth McMunn: Capital, competition, and complexity - regulatory perspectives on the regulatory debate
The desk interprets Mary-Elizabeth McMunn's remarks as a critical commentary on the evolving landscape of financial regulation, emphasizing the need for a…
- BIS SPEECHES
Abdul Rasheed Ghaffour: Optimizing impact from Islamic social finance for poverty alleviation - models and way forward
The desk interprets Abdul Rasheed Ghaffour's remarks on Islamic social finance as a pivotal moment for enhancing poverty alleviation efforts through innovative…
- BIS SPEECHES
Gent Sejko: Empowering internal audit
The desk interprets Gent Sejko's address on empowering internal audit as a critical signal for the Bank of Albania's commitment to enhancing financial…
- ING ECONOMICSING
Italian industrial production increased again in March
Italian industrial production rose again in March, suggesting the manufacturing sector is showing signs of recovery after a prolonged downturn.
- ECB PRESS
Frank Elderson: Boosting prosperity through deeper integration
Lead — The ECB's Frank Elderson emphasizes the need for deeper integration within Europe to combat fragmentation and enhance economic resilience. Per the full…
- BANK OF AMERICA INSTITUTEBofA
Consumer Checkpoint: April showers
The desk projects a cautious outlook for consumer spending dynamics as recent data shows April spending growth reaching multi-year highs, but underlying stress…
- ING THINK
Italian industrial production increased again in March
The desk posits that Italy's recent uptick in industrial production, as noted in the latest report, suggests a potential stabilization of the economy amidst…
- ING ECONOMICSING
Rates: The hidden force pushing gilt yields to record highs
ING Economics argues that a hidden force—likely structural demand-supply imbalances or policy credibility issues—is driving UK gilt yields to record highs,…
- ING THINK
Rates: The hidden force pushing gilt yields to record highs
The desk posits that the recent surge in 10Y gilt yields is significantly influenced by the Bank of England's quantitative tightening (QT) alongside…
- BIS SPEECHESMS
Isabel Schnabel: The quiet erosion of central bank independence
The desk argues that the erosion of central bank independence, as highlighted by Isabel Schnabel, poses significant risks to monetary policy effectiveness and…
- INVESTINGLIVE
USD/JPY rebounds into a key resistance as interventions can't stop yen's slide
The desk views the USD/JPY pair as poised for a potential reversal as it approaches the key resistance level of 158.00, with bearish sentiment on the yen…
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