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About: josephine

Recent Posts by josephine

BNY’s Bob Savage notes RBNZ’s Prasanna Gai rejects automatic rate rises after Strait of Hormuz shocks

RBNZ’s Gai says Hormuz supply shock doesn’t warrant automatic hikes; favors look-through approach; neutral rate up.

BNP Paribas forecasts above-trend 2026 US growth, 2.4% GDP, 3.3% inflation, Fed rates steady at 3.5%-3.75%

BNP Paribas sees stronger 2026 US growth, inflation above target, steady Fed rates, and gradual dollar weakening.

Brazil’s S&P Global Manufacturing PMI climbed to 52.6 in April, up from 49 previously

Brazil’s S&P Global Manufacturing PMI rose to 52.6 in April from 49, signaling renewed expansion.

TD Securities’ Both and Lawrence predict the Bank of Canada holds 2.25% until 2026, rising to 2.75% in 2027

TD Securities expects BoC hold at 2.25% through 2026; two hikes lift neutral rate to 2.75% early-2027.

Societe Generale says April confidence slumped, dimming eurozone outlook, with low indices, tightening credit, and demand subdued

Euro area confidence slid to multi-year lows; weak demand persists despite slight GDP growth and mixed outlook.

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