Tag: monetary policy
Prometeia: Inflation risks mount as China’s price shield fades
Global inflation risks are climbing even as the energy shock stays contained, according to Prometeia's Quarterly Economic Outlook for July 2026, which also flags...
Why inflation forecasting is broken and what fixes it
Inflation has long sat at the heart of macroeconomic decision-making, shaping monetary policy, fiscal trade-offs and portfolio construction. But according to LSEG Data &...
Exante: Nvidia boom meets bond market storm
In its latest weekly briefing, EXANTE flags that Nvidia has once again delivered a quarter that left little room for doubt. Revenue came in at...
EXANTE: US-China trade thaw tests Trump’s economic legacy
In this week's global macro briefing from EXANTE, two seismic developments dominated the financial landscape: Donald Trump's high-stakes visit to Beijing and the Senate's...
Exante: Iran ceasefire hopes ease markets but risks stay
In analysis originally published by EXANTE, cautious optimism is emerging across financial markets following reports that the US and Iran may be nearing a...
ECB cuts emissions and tightens bank climate oversight
The European Central Bank (ECB) says it has concluded its climate and nature plan for 2024-2025, further embedding climate and nature-related risks into the...
Why gold is outperforming in 2025
Gold has dominated headlines in 2025 as investors seek a secure store of value in a year marked by economic instability and heightened geopolitical...
Markets steady as Fed signals patient rate approach
The US Federal Reserve has opted to keep interest rates unchanged, a move that was widely anticipated by market participants.








