Policy

7

Nov 2026
Czech National Bank lifts rates to 4% as inflation pressures keep tightening bias intact

CNB hiked to 4% in split vote; inflation risks persist, limiting easing and supporting koruna volatility trades.

7

Nov 2026
ABN AMRO Sees Supply Shocks Keeping Eurozone Inflation Elevated Through 2027 Despite Energy Relief

ABN AMRO warns Eurozone inflation may stay elevated through 2027, driven by food prices, bottlenecks.

7

Nov 2026
Czech Central Bank Signals Tightening Caution as Koruna Faces Pressure, Inflation Risks Linger

Czech central bank signals caution; inflation risks persist. Koruna sees seasonal support; zloty aided by hawkish tilt.

7

Nov 2026
Banxico Surprise Cut Narrows Fed Spread, Heightening Peso Sensitivity and Raising USD/MXN Risks

Banxico surprises with 3-2 rate cut to 6.25%, narrowing Fed spread; peso sensitivity and USD/MXN upside.

6

Nov 2026
BoE delivers hawkish rate rise as Bailey signals more tightening; sterling gains fade

Bank of England raised rates hawkishly; unanimity and Mann’s 50bp dissent lifted sterling briefly, then faded.

6

Nov 2026
Norges Bank Holds Rates at 4.50%, Keeps Tightening Option Open as Krone Looks to Oil Prices

Norges Bank held rates at 4.50%, signalled “high for longer,” and kept tightening on table, krone reacting modestly.

6

Nov 2026
Dollar Set for Binary Move as Traders Cut Risk Ahead of US Payrolls Data

Markets are choppy ahead of US payrolls; dollar direction hinges on jobs, wages, yields and risk sentiment.

6

Nov 2026
NBP Hawks Talk Tough but Hold Fire, Leaving Zloty Vulnerable as Inflation Pressures Build

NBP signals hawkish debate but delays hikes until Q1; persistent inflation keeps zloty vulnerable, favoring short-PLN derivatives.

6

Nov 2026
Gold slips under $4,050 as firmer dollar and payrolls test post-election rally

Gold slipped to $4,047 as dollar firmed and markets awaited Nonfarm Payrolls; Fed hawkish; resistance held.

6

Nov 2026
PBoC nudges USD/CNY fix higher as central bank balances growth and exchange-rate stability

PBoC set USD/CNY parity at 6.7168, pursuing stability, growth, reforms, using repos, MLF, FX intervention, RRR.

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