Articles

BoE Set To Unwind QE By More Than Peers

Country Risk / United Kingdom / Fri 22 Mar, 2024

Key View

  • Major central banks were broadly in sync as they undertook quantitative easing (QE); however, the BoE is set to undertake a divergent path in reducing the size of its balance sheet, conducting quantitative tightening (QT) to a greater extent than its peers, including more outright bonds sales.
  • We expect that QT from the BoE will
Read More

Monthly Commodities Strategy: Tides Have Started To Turn As Economic Data Surprises To The Upside And Geopolitical Tensions Persist

Commodities / Global / Thu 21 Mar, 2024

The broad commodities complex has posted gains in March, with every commodity sub-class – excluding softs – enjoying a lift from mid-February to mid-March. Despite this, softs remain one of the clear outperformers in the year-to-date, driven by spiraling cocoa prices, having been overtaken by only energy in March. This sits in stark contrast to

Read More

Retail Sales Watch: Mexico Sales Surprises To The Downside

Consumer & Retail / Mexico / Thu 21 Mar, 2024

The Latest: On March 21 2024, Mexico's statistical agency, Instituto Nacional de Estadística Geografía e Informática, published their retail sales data, showing real retail sales volumes contracting -0.9% y-o-y over January 2024, the first month of contraction in retail sales since the pandemic-induced contraction over Q1 2024. 

Impl

Read More
Download Indicator Summary
 

Thank you. Your download link will be emailed to you shortly.

Download Now
 

Thank you. Your download link will be emailed to you shortly.

Download Now
 

Thank you. Your download link will be emailed to you shortly.

Clearbit Form
 

Thank you. Your download link will be emailed to you shortly.