Topic
Rate Hikes Research
Global financial markets are currently characterized by a moderation in rate hike expectations, which has contributed to firmer bond yields across the US and Australia. This shift is occurring amidst a backdrop of cautious optimism, exemplified by the S&P 500's ninth consecutive weekly gain and a resilient rebound in the software sector. Analysts suggest that the Federal Reserve's future trajectory will be heavily influenced by upcoming macro indicators, specifically ISM price subindices and employment reports. Regionally, the Swedish Riksbank is projected to maintain a steady policy rate of 1.75% for the remainder of 2026, even as manufacturing input prices remain elevated at 81.6. Furthermore, falling oil prices and signs of cooling consumer spending in Australia provide additional latitude for central banks to navigate potential pauses in tightening cycles. Overall, while inflationary pressures persist in sectors like manufacturing, the prevailing research trend points toward a stabilization of the global interest rate environment.
3729 reports available
All reports
Page 10 of 156
EM FX Daily Report
J.P. Morgan · Jul 7, 2026
National Bank of Poland Preview
ING · Jul 7, 2026
From Seasons To Signals
J.P. Morgan · Jul 6, 2026
Us Flows And Themes
Goldman Sachs · Jul 6, 2026
New Zealand Morning Focus
ANZ · Jul 6, 2026
Monetary Policy Expectations Analysis
ANZ · Jul 6, 2026
RBNZ Set To Deliver July Insurance Hike
ING · Jul 6, 2026
US Pulse: Unprecedented Fall in Labour Supply
ANZ · Jul 6, 2026
Tracking Credit-Funded AI Datacenter Builds
Goldman Sachs · Jul 6, 2026
Global Weekly Kickstart
Goldman Sachs · Jul 6, 2026
When a Toll Isn't a Toll
Rabobank · Jul 6, 2026
30y JGB Auction Preview
Mizuho Securities · Jul 6, 2026
Delta-One Flows & Positioning
J.P. Morgan · Jul 6, 2026
Midday Market Intelligence
Goldman Sachs · Jul 6, 2026
Delta-One Flows & Positioning
J.P. Morgan · Jul 6, 2026
G10 and EM Week Ahead
Citigroup Inc. · Jul 6, 2026
Early Morning Research Recap
Goldman Sachs · Jul 6, 2026
JPY Weekly
MUFG · Jul 6, 2026
Credit Calls
J.P. Morgan · Jul 6, 2026
USD: Only Half A Smile But Still An Asymmetric Reaction Function
Crédit Agricole Corporate and Investment Bank · Jul 6, 2026
They Think It's All Over Is It Now
GlobalData TS Lombard · Jul 6, 2026
New Zealand Morning Focus
ANZ · Jul 6, 2026
Germany Government Draft Budget Plans With Higher Deficits for 2027 and Beyond
Goldman Sachs · Jul 6, 2026
US Economic Notes
Deutsche Bank · Jul 6, 2026