Macro & Markets: Welcome back
Key summer developments at a glance: The Fed increased the funds rate by 25bp to the range 5.25-5.50%. The central bank signalled that it will...
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Bonds & bold: There is something in the air
In recent years my holiday calendar has been a good indicator of performance in the Danish callable bond market. I know that some think I’m too...
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BRI Danareksa Debt Research Monthly Report, Jul 2023
The IMF has revised up its 2023 global economic growth forecast despite noting continued challenges. The US economy grew faster than expected in...
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Euro-area flash inflation: Higher service inflation
Euro-area flash inflation continued to ease in July to 5.3% y/y in line with BBG consensus, down from 5.5% y/y in June. Core inflation remained...
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ECB Watch: The Peak Is Here or at Least Near
The ECB hiked rates by a further 25bp, bringing the deposit rate to 3.75%.The wording change in the statement explicitly left open the possibility...
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