Commentary

Bank of England's Greene: Risk of acting is less severe than the risk of failing to act

The irks of acting, even if inflation is less persistent, is less severe than the risk of failing to act The market is pricing in a 50% chance of a rate hike at the July 30 meeting. I suspect that which way that breaks will depend on the war. This article was written by Adam Butt

Czech National Bank's June meeting poised to be live; reasoning will be key

https://think.ing.com/articles/cnb-june-meeting-poised-to-be-live-while-reasoning-will-be-key/

Data center construction creates a resource shock

~~~~~~~~~~~~~~~ Bank of America ~~~~~~~~~~~~~~~ Data center construction creates a resource shock AI-driven data center growth is creating a hidden but significant strain on water, power and materials. AI's wa

The US Blockade of Iran after Six Weeks

Much of the commentary on the US blockade says it's failed, but that's total nonsense

ECBs Lane:Monetary policy decisions will continue to be made on a meeting-by-meeting basis

ECBs Lane gave a speech at a Dinner event. Below are the main commentary on the Economy/Policy. Supply-driven energy shocks hurt euro area growth: Lane said oil-price increases caused by supply disruptions — especially geopolitical events — tend to lower euro area GDP growth by a

Taking Stock of the US Blockade

There's endless commentary that the blockade has failed, but that's total nonsense