All signal, no noise

All signal, no noise

All signal, no noise

Latest insights

We look in detail at the new short-term data projections and think that if data comes in line a December cut is likely.

Nov-10 07:17

A former BOJ board member shares his policy rate outlook.

Nov-10 03:57

The NBP lowered rates by 25bp as inflation eased and the new projection showed a goldilocks scenario for the economy.

Nov-07 19:28

The Netherlands, Germany and Italy will look to hold auctions in the upcoming week.

Nov-07 17:35

Spreads finished the week 4.6bp wider.

Nov-07 16:05

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FI Market Analysis

The Netherlands, Germany and Italy will look to hold auctions in the upcoming week.

November 07, 2025 05:35

A weekly wrap of some of the key macro themes/data outcomes for Asia Pac.

November 07, 2025 06:19

Norges Bank held the policy rate at 4.00% in November, fully in line with expectations.

November 06, 2025 01:59

The RBA Monetary Policy Board unanimously left rates at 3.6%, as was widely expected.

November 06, 2025 03:50

FX Market Analysis

A weekly wrap of some of the key macro themes/data outcomes for Asia Pac.

November 07, 2025 06:19

Norges Bank held the policy rate at 4.00% in November, fully in line with expectations.

November 06, 2025 01:59

The RBA Monetary Policy Board unanimously left rates at 3.6%, as was widely expected.

November 06, 2025 03:50

The Riksbank’s November decision brought few surprises. The policy rate was held at 1.75% in a unanimous decision.

November 05, 2025 03:10