The recent rise in market-based inflation expectations has caught the attention of market participants. Some investors have begun to worry that the Federal Reserve might be losing control of its inflation mandate by cutting rates…

  German industrial production growth accelerated from an upwardly revised 1.3% m/m to 2.1% m/m in February, registering the fastest pace in 13 months and largely beating expectations of a slowdown. A 7.9% m/m increase in the…

  BCA Research’s Foreign Exchange Strategy service maintains a neutral view on the dollar for the next three months. The team continues to believe that the dollar is due for a long-term bear market, but momentum is in…

  The past week brought a slew of positive US economic data, all suggesting that conditions remain robust and a recession is not imminent. The ISM Manufacturing PMI crossed into expansion for the first time since September 2022,…

  The 303-thousand increase in nonfarm payrolls in March came in well above consensus expectations of a moderation from 270 thousand to 214 thousand. Healthcare, the public sector and construction were the top contributors to…

  BCA Research’s Emerging Markets Strategy service argues that Colombia has fallen from grace in terms of its healthy macroeconomic fundamentals, business-friendly government policies, and conservative fiscal stances.…

  As a small open economy, Sweden’s economic performance is a good barometer of global growth developments. Swedish PMIs for March were overall positive. The Manufacturing PMI rose to the 50 boom-bust line following 19…

  It is too early for the RBA to begin cutting rates. Inflation remains above target, with core CPI currently standing at 3.4%, one of the highest numbers amongst major economies. The labor market is also fundamentally strong.…