Much less fiscal policy support will likely constrain domestic demand and higher-for-longer interest rates will make monetary policy even more restrictive.

UK monetary policy to avert risk of a wage-price spiral

Real, or inflation-adjusted, bond yields are higher than they were before the pandemic, but are likely to return to pre-Covid levels in the medium term,...

Core inflation has been persistent across both the United States and the Eurozone, slightly reversing previous indications of a smoother path and a faster...

Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.

Market measures of financial conditions suggest significant easing over the last three months, but borrowing costs for corporates and households have...

Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.

Understanding the outlook for credit markets in 2023

Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.

Beyond the impact of domestic economic variables, euro rates are determined by the energy crisis and political monetary choices.

The ECB has turned more dovish suggesting a less aggressive rate hike path ahead.

The flattening of the US yield curve will depend on the persistence of core inflation and on the impact of monetary tightening on growth.

Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.

The ECB is determined to tighten its monetary policy in the face of record high inflation levels.