BOJ Policy Decision
Bank of Japan Keeps Rates Low The BOJ sees domestic demand as weak and wage growth is behind inflation, the the BOJ still thinks stimulus is needed probably until the…
BOE Falling Inflation and Rate Forecast
Downside Surprise on CPI Inflation Data The consensus forecast was for 7.0% for the CPI (Consumer Price Index) for the UK. However, inflation unexpectedly fell from 6.8% to 6.7%. It…
Oil Prices and Inflation
How do oil prices factor into inflation? Oil prices play a significant role in the global economy, with its impact reaching far beyond the energy sector. Fluctuations in oil prices…
G20 Geopolitics
Post G20 Geopolitical Implications The geopolical implations post the G20 meeting in India are important. Our analyis highlights several important areas to monitor. Inclusion of the African Union (AU) and…
ECB September Rate Forecast
ECB Expected to Raise Rates Our view is with the market, with a majority (66%) in this case that sees the ECB raising rates. Economists are split evenly on this. …
ARM IPO and Market Sentiment
ARM IPO and AI Boom The ARM IPO (Initial Public Offering) is currently valued at $54.5 and how this plays out will have implications beyond this IPO. This will potentially…