Tag: Matthew Ryan
Will Recession Fears Trigger a Dovish Turn from the ECB?
Significant changes in the economic environment since the October meeting suggest that the European Central Bank may adopt a more dovish tone this Thursday. In our opinion, a change in communication is justified, but...
Will the Fed cool market expectations on the pace of interest rate cuts?
We expect the Federal Reserve to adopt a cautious tone during its meeting on Wednesday (13.12) and defer the market valuations of US interest rate cuts in 2024. Hawkish signals from the bank could...
Elections may bring additional volatility in the zloty
Last week's decision by the Monetary Policy Council (RPP) to lower interest rates by only 25 bp. has helped limit expectations for further cuts, which has strengthened the zloty. This week, the market's attention...
Higher yields in the USA and a strong dollar drive the market
The Polish Zloty suffered marginally from the worsening of global risk sentiment. Last week, it performed worse than other regional currencies, but found support on Monday. The question is, for how long? Significant for...