FOMC: End of balance sheet runoff, another rate cut... but no commitment on the next one
We anticipate a further 25bp cut in December, driven by the Fed's bias towards employment and downward revisions to our inflation forecasts for the...
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FOMC: Easing Under Constraints
As widely anticipated, the 16-17 September FOMC meeting ended with the Fed reducing its target rate by 25bp, while reasserting its independence.
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United States: Yellow Alert on Activity
The adverse effects of the Trump administration's trade and migration policies on US economic activity are emerging, as they were reflected in the...
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Resilient growth in Q2, in both the Eurozone and the United States
This is a backlash from Q1, when additional exports, in anticipation of the tariff shock, had supported growth in the Eurozone, while penalising...
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EU-US Trade Deal: A Damage Limitation Success
Presidents Trump and Von der Leyen announced yesterday from Scotland that a trade agreement had been reached. Is it a good deal? Political...
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