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ECB Minutes Show That Door to Rate Cuts Is Not Closed, Yet

The just-released minutes of the European Central Bank’s October meeting reveal a more intense discussion and increasingly divergent views on inflation risks. The ’s October...

Rate Signals Stabilize Equities, but AI Valuation Risks Shadow Market Optimism

U.S. stock futures are rising at the start of Thanksgiving week as investors weigh renewed monetary policy optimism against persistent concerns over artificial-intelligence equity...

Rate Cut Odds Slip Due to Lack of Data

As we share below, the odds of a Fed Funds at the December are down to 33%. On Wednesday, there was an...

UK Disinflation Renews Debate Over December BOE Rate Cut

The softening in to 3.6% in October has strengthened expectations of a Bank of England in December. This shift in monetary policy...

A December Rate Cut Is Now the Bank of England’s Most Likely Next Step

cooling to 3.6% in October strengthens the case for a Bank of England in December, and the likelihood has now become considerable....

Inside the Fed’s Split: Inflation and Jobs Divide on Rate Cuts

The tightrope walk of the Federal Reserve is now complicated by a deep split among its policymakers between inflation hawks and labor-market doves. That...
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