from MacroScope:

With such similar inflation, how far behind the Fed can the BoE be?

November 18, 2015

RTR4OY3Z.jpgNot long ago, the big debate was over who would raise rates first, the U.S. Federal Reserve or the Bank of England. Now with the Fed giving clear signals it's on the brink of hiking and the BoE appearing to be pushing that day further off into the future, one could naturally conclude that the inflation outlook in both economies is vastly different.

from Expert Zone:

India Markets Weekahead: Be greedy when street is fearful

By Ambareesh Baliga
November 15, 2015

(Any opinions expressed here are those of the author and not of Thomson Reuters)

A man looks at a screen across a road displaying the Sensex on the facade of the Bombay Stock Exchange (BSE) building in Mumbai, India, June 29, 2015. REUTERS/Danish Siddiqui/Files

from Breakingviews:

UK wage puzzle demonstrates breakdown of old laws

November 11, 2015

The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

from Breakingviews:

Hefty ECB rate cut might do more harm than good

November 10, 2015

The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

from MacroScope:

Bank of Japan reruns inflation downgrade script

October 30, 2015

BAfter over a decade-and-a-half of aggressive monetary easing through asset purchases, the Bank of Japan still has to revise down its inflation projections just about every six months, almost like clockwork.

from MacroScope:

Swedish housing market keeps cheering the Riksbank

October 28, 2015

Sweden's Riksbank left its negative interest rate steady at -0.35 percent on Wednesday and increased its bond purchase programme by another 65 billion crowns (just under 7 billion euros). It also said it could cut rates again if needed.

from MacroScope:

More ECB QE? Perhaps best when the Fed raises

October 22, 2015

Those clamouring for the European Central Bank to ramp up its 60 billion euro per month stimulus programme will have to wait until December.

from MacroScope:

Top forecasters call UK inflation relapse right

October 13, 2015

With Bank of England policymakers ready at a moment’s notice over the past several years to warn anyone who will listen that a rate rise is closer than we think or just around the corner or soon coming into sharper relief, the main instrument it targets – inflation at 2 percent – is having nothing of it.

from MacroScope:

Brazil’s currency tests central bank’s patience

October 5, 2015

Brazil's Central Bank President Tombini gestures during a public hearing of the Budget Joint Commission in the Chamber of Deputies in Brasilia

The Brazilian real's dramatic drop has left the central bank with two options: jack up rates aggressively in one startling move, or tolerate higher inflation for longer.

from MacroScope:

Yellen faces her biggest test after years of Fed coddling markets

September 23, 2015

A trader works underneath a television screen showing Federal Reserve Chair Janet Yellen announcing that the Federal Reserve will leave interest rates unchanged on the floor of the New York Stock ExchangeThey say every top central banker faces a "test," and this may be it for Federal Reserve Chair Janet Yellen.