James Knightley

With favorable economic data providing officials with greater confidence that US inflation is moving steadily along the right path, we think that Wednesday’s FOMC meeting should offer a clearer hint...

A surprise 0.2% MoM core CPI inflation print after a similar reading for April core PCE deflator offers good news for the Fed in its fight to ease price pressures. This needs to become the trend...

US inflation came in at 0.4% MoM for the third consecutive month, more than double the rate we need to consistently hit to bring inflation down to 2% YoY. Expectations for a June Federal Reserve...

Interest rate cut expectations have receded everywhere following the US inflation data, but there are subtle dovish incremental shifts within the BoC’s commentary that suggest should inflation...

The Fed last raised rates in July and we think that marked the peak. There is growing evidence that tight monetary policy and restrictive credit conditions are having the desired effect on depressing...

The Federal Reserve leaves US interest rates unchanged but signals more hikes are on the cards with some hawkish projections for the economy. July is a 'live' meeting, according to Powell, but a...

In the UK, all eyes are on Wednesday's Spring Statement and we believe there's little room for the Chancellor to row back on his previous plans for fiscal consolidationUS: Broad support for a 50bp...