Central Banks Fundamental Outlook
| Bank | Rate | Change* | Date of change | Next Meeting | Inflation Target | Expectation |
|---|---|---|---|---|---|---|
| Federal Reserve (FED) | 0.25% | -100 | 15-Mar-20 | 22-Sep-21 | 2% | 4 |
| European Central Bank (ECB) | 0.00% | -5 | 10-Mar-16 | 9-Sep-21 | 3% | 2 |
| Bank of England (BoE) | 0.10% | -15 | 19-Mar-20 | 23-Sep-21 | 2% | 3 |
| Bank of Canada (BoC) | 0.25% | -50 | 27-Mar-20 | 8-Sep-21 | 2% +/- 1% | 3 |
| Bank of Japan (BoJ) | -0.10% | -10 | 29-Jan-16 | 22-Sep-21 | 2% | 1 |
| Reserve Bank of Australia (RBA) | 0.10% | -15 | 3-Nov-20 | 7-Sep-21 | 2%-3% | 1 |
| Reserve Bank of New Zeeland (RBNZ) | 0.25% | -75 | 16-Mar-20 | 6-Oct-21 | 2% +/- 1% | 4 |
| Swiss National Bank (SNB) | -0.75% | -50 | 15-Jan-15 | 23-Sep-21 | <2% | 3 |
* The latest change in the policy rate in basis points
The US dollar hit fresh lows during Powell's conference but reversed when he said that “the ultimate level of rates will be higher” than previously anticipated. That means the +5% rate is back on the… more »
After big rates hike by FED and ECB, investors are hoping that in the following year, central banks will start to normalize rates, therefore Stock market show a bounce back (SPX is near 4.000). We think it’s a… more »
The vote was unanimous because FOMC is “strongly committed to returning inflation to its 2 percent objective”. Spending and Productions have softened but job gains was robust recent months. Balance… more »
Prospects of Recessions and GDP Growth We estimate that there will be two quarters with negative growth for the next 15 months. Inflation will exceed wage gains and will reduce real spending. However, a few negative… more »
The FOMC (Federal Open Market Committee) meeting consensus was for 50bp rate increase because of this week's worst CPI reading, but Fed hiked with 75bp, and market consensus agreed for other future rate increase… more »
Few days ago, most influential people in the world (managers of Big Companies, top academics, leaders in main stream media, central bankers) are gathering to find paths to solve the issues on humanity crisis. more »
You can read all from FED website: May FOMC Meeting 2022 Stocks Are up with 1%, because members of FOMC avoid risks of recessionary environment… more »
EU inflation is 6.1% and rate hike is mandatory. From the previously forecasted values of 3%, we have a deviation of 3% which is caused by multiple factors: Goldman Sachs also cut their US economic… more »
Fed Loretta Mester: Fed's Williams Fed's Barkin: Fed's Waller: Today CPI will be a hot reading, but FED policies are changed according to data from the Economy. If will have next month's some issues with supply… more »
FOMC Lift rates with only 0.50 % as expected 0.5% increased rates were taken by Markets with lots of optimism because Powell announced 75 BP hikes off the table for next two meetings. Sentiment was RISK-ON, instead… more »
BoA (Bank of America) Perhaps the most interesting moment at the press conference will be his response to a question about whether a 75bp hike is on the table. Barclay's: "At this week's May FOMC meeting, we… more »
Yesterday, Advanced GDP was published and we saw horrible values with -2.4% deviation from expected values. All branches of the GDB were in red. The decrease in real GDP reflected decreases in private… more »
I have never seen in 20 years of investing such a confluence of fundamental factors pointing to a bear market scenario for stocks like this year. First, it was the Covid19 pandemic outbreak that disrupted the… more »
Another Fed Speaks Fed's Daly: We'll be able to get inflation moving down by year-end. more »
The rate hike was priced in and the market was on RISK-ON mode yesterday. Main question for the FED yesterday was, what percent will be the hike? To stop inflation 0.5% was a better idea to hike but voters don't… more »
Today ECB meeting, The tone was somber, with repeated risks on lower growth and higher inflation. Risk apetite is down 👇 because Russia-Ukraine war. Inflation forecast: Most important conclusions from Lagarde… more »
Decision on partial troop withdrawal has been taken added some optimism on markets (SP500 +1,58% NDQ +2,58) but we still have questions about inflation and growth Oil & gold come back to previous levels. more »
Yesterday was a special day for trading markets because of rising in CPI. Stocks were up with over 2% percent at the start of the US session but reversed sharply with over 5%. Inflation surprised markets expectations… more »
The ADP job data surprised to the downside this month: - 301K versus +200K estimate. All economic branches were down this month: The fell was the largest since April 2020 because Omicron outbreak, according to FED… more »
No surprise yesterday Fed leaves rates unchanged, as expected. Bank of Canada also holds rates at 0.25%. Stocks have no major Impact on Fed rate decisions. Before the news SPX500 growth was 2%, but… more »
