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Global Rates: Inflation Markets in Europe, the UK and the US
jpm-at-any-rate·In this podcast, Frida Infante and Harry Downie discuss the latest inflation data and breakeven markets across the euro area, the UK and the U.S. in the wake of the U.S.–Iran MOU, the latest FOMC meeting, and easing energy prices—and where they see the key risks and opportunities
Prospect of August hike in Norway can help the krone
ing-think·Articles Prospect of August hike in Norway can help the krone 14:44 FX Norway Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download After today’s hawkish hold, we expect Norges Bank to deliver a 25bp hike at the August meeting, in line with its prefer
What the US-Iran peace deal means for Asia
ing-think·Articles What the US-Iran peace deal means for Asia 14:30 FX China India Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download The peace deal and partial resumption of oil flows reduce near-term inflation risks, giving some central banks (notably Taiwan and
What the US-Iran Memorandum of Understanding means for macro and markets
ing-think·Articles What the US-Iran Memorandum of Understanding means for macro and markets 13:55 Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download The US and Iran have signed a preliminary MoU outlining a ceasefire, some economic concessions and the reopening of
Still king – why the petrodollar isn’t going anywhere soon
ing-think·Articles Still king – why the petrodollar isn’t going anywhere soon 13:51 FX Trade China Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download Recent tensions in the Middle East have revived debate about whether the petrodollar system is starting to fragmen
Bank of England decision points to prolonged pause
ing-think·Older quick take Quick take 12:45 United Kingdom Bank of England decision points to prolonged pause There's nothing in today's decision that changes our mind that the next move is likely to be a rate cut in 2027. It feels like it would take a lot for the five more neutral-to-dovi
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