THINK economic and financial analysis

Articles

Sign up now
Inflation doubts to keep the Fed on hold until December
United States

Inflation doubts to keep the Fed on hold until December


Rate cuts this year are likely limited due to tariffs and higher energy costs expected in the coming months

James Knightley and Padhraic Garvey, CFA

THINK Ahead: Good cut, bad cut
THINK Ahead: Good cut, bad cut
FX
Credit
Rates
Middle East Conflict: What it means for macro and markets

Middle East Conflict: What it means for macro and markets

Israel's strikes on Iran could take oil prices above $80. This has implications for the global economy, markets and policy
Poland
Political divisions in Poland create an unfavourable policy environment

Political divisions in Poland create an unfavourable policy environment

A look at the economic outlook for Poland following this month's presidential elections
FX Daily: Geopolitical risk storms back into the picture
FX Daily: Geopolitical risk storms back into the picture
Rates Spark: Geopolitics add to bullish impulses
Rates Spark: Geopolitics add to bullish impulses
Bank of England to keep rates on hold despite jobs market wobble
Bank of England to keep rates on hold despite jobs market wobble
Oil soars on Middle East escalation
Oil soars on Middle East escalation
Asia week ahead: Central bank meetings in Japan, China, Indonesia, Taiwan, and Philippines
Asia week ahead: Central bank meetings in Japan, China, Indonesia, Taiwan, and Philippines
How Norges Bank might be missing its window to cut rates
How Norges Bank might be missing its window to cut rates

Most read

1
FX
China
Trade
Chinese yuan at a glance: There and back again
2
Manufacturing, Construction and Retail
Trade
Why the new growth chapter for EU manufacturing is set to be a slow burn
3
Energy
Sustainability
Renewable natural gas: growing significance in a niche market
4
FX
FX Talking
G10 FX Talking: The medium-term dollar bear trend develops
5
FX
Rates
United States
Fed to push back against calls for rate cuts