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Interest rate uncertainty keeps pressure on US bonds

Location:

INTERNATIONAL

The Fed and ECB seem set to diverge, with the latter expected to cut rates in June. There is a rising prospect, bolstered by the resilient US labour market and Middle East…

Any recovery from the UK recession will be very modest

Location:

UNITED KINGDOM

Government measures to boost the economy, including tax cuts in November, are having little effect. There is little scope for further stimulus in the March budget. Political…

Eastern Europe's rate policies diverge with Czech cut

Location:

EASTERN EUROPE

The NBP is not cutting interest rates further partly because of tensions with Prime Minister Donald Tusk’s pro-EU government, following the defeat of the nationalist Law and…

ECB and Fed to delay rate cuts to sustain disinflation

Location:

EU/US

Disinflation is underway on both sides of the North Atlantic, but it is not yet deeply entrenched, giving both central banks a reason to delay cuts. The ECB must contend with…

French government faces a difficult fiscal dilemma

Location:

FRANCE

As a result of dwindling tax revenue, he also said that state spending would be cut by EUR10bn (USD10.8bn). The government’s forecast for this year is more optimistic than…

Bond and stock trends diverge on 2024 outlook

Location:

INTERNATIONAL

This is driving a rally in government bonds and equities. However, labour markets remain tight, fuelling wage growth and keeping services inflation above central banks’ 2…

EU methane curbs challenge MENA gas exporters

Location:

MIDDLE EAST/NORTH AFRICA

Cutting methane is one of the fastest and cheapest ways to reduce greenhouse gas emissions. The EU is nonetheless looking to manage its policy carefully to avoid cutting itself…

Central bank policies diverge amid political strains

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INTERNATIONAL

This creates a clear contextual divide, ahead of consequential European Parliament, US and UK elections in 2024. The inability of the central banks to forecast inflation or growth…

More Syrians will go hungry, at home and abroad

Location:

SYRIA

Donors have over the past year sharply cut humanitarian assistance to Syrians both inside and outside the country, citing funding shortfalls and record levels of global need. Food…

Early Argentine economic successes are unsustainable

Location:

ARGENTINA

The government has posted the first fiscal surplus in years, inflation has declined and foreign currency reserves have risen from USD21.0bn in mid-December to USD28.5bn. However…