News & analysis
ECB Holds Rates at 2.50% but Keeps Another Hike on the Table
A unanimous hold masked a debate over raising rates, and Lagarde's remark that conditions "could have warranted" tightening points to more to come.
PREVICT Research
PREVICT Research
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News & analysis
Bank of Japan Holds Rates but Accelerates ETF Sales, Shortening Exit to 43 Years
The central bank left its policy rate at 1.25% and voted unanimously to speed up sales of its equity ETF holdings, a shift that shortens how long it will take to unwind one of the market's largest legacy positions.
Market brief
Nordea says US deficits are more likely to widen than stabilize, lifting long-run yields
Strong growth is still holding the debt ratio in check, but the analysis argues official rate assumptions and health and pension costs understate the gap, and a recession would speed the deterioration.
News & analysis
ECB Holds Rates, Keeps December Hike in Play as Lagarde Sets Departure
The statement leaned dovish, but Lagarde's press-conference remarks and a later signal to reporters kept a December rate increase alive—just as her 7 February exit opens a succession race between a dove and a hawk.
News & analysis
BoJ holds 1.25% rate and raises ETF sales to JPY860bn a year
The central bank judged inflation near its 2% target but kept policy tied to the government's unmet growth goals, while lifting planned ETF disposals from 2027.
Market close
Amazon Sales Miss Weighs on $220 Billion Capex Plan Despite AWS Growth
AWS revenue and operating profit beat estimates, but a small sales shortfall and an EPS miss leave the cash drain from Amazon's capital spending in focus.
News & analysis
Core PCE Inflation Accelerates to 3.1% as Real Spending Stalls in September
Households spent 0.5% more in nominal terms, but prices absorbed nearly all of it: real consumption rose less than 0.1% while the saving rate held at 3.8%.
News & analysis
U.S. Growth Accelerates to 3.4% While Key Inflation Gauges Cool Sharply
Investment and government spending drove the third-quarter pickup, with exports falling, while price measures ran far below forecasts and the prior quarter's pace.
Market brief
French Bond Sell-Off Complicates ECB's Rate Call as Gas Prices Add to Inflation
MUFG expects the ECB to leave rates on hold later today despite a September inflation surprise at 3.8%, arguing that rising French bond yields are already tightening conditions — and it still sees a December hike.
News & analysis
Fed Holds at 3.75%–4.00%, Two Dissents Keep Further Hikes on the Table
Two officials, including Governor Lisa Cook, voted for more tightening, while Chair Kevin Warsh dropped the sharper tone of September and gave no signal on the next move. The Fed also reworked next year's calendar, turning one meeting into a strategy session with no rate decision.
News & analysis
Fed Holds Rates Steady, With Two Policymakers Pushing to Raise Them
A 10-2 split leaves the target range unchanged, but the dissents show inflation worries strong enough to divide the committee at this meeting.
Market brief
UK budget could cut a fifth of a point from government bond yields
A rates strategist sees a fifth of a point of risk premium in 10-year UK government bonds that the budget could reduce; minimum-wage decisions are the wildcard for the pound.
Market close
US and Russia Weigh Letting American Oil Companies Back In After the War
The talks include an offshore joint venture near Sakhalin and a plan to restart Druzhba crude deliveries to Europe, but U.S. officials have said nothing starts until the fighting stops.
News & analysis
BNP Sees Fed Hiking Twice More as Inflation Overshoots Through 2028
The bank expects U.S. growth to hold near 2.2% next year while inflation stays at 3.5%, a combination it says forces two more quarter-point hikes and briefly supports the dollar.
Market brief
Global Markets Brace for Political Shifts and Fed Decision This Week
Investors navigate an important week of central bank policy, European fiscal stress, and election uncertainty in Israel, which could shift the USD and major currencies.
Market close
FDA Approves Pfizer's Talzenna Combo; Prostate Cancer Use Hinges on Gene Test
The clearance is limited to patients whose tumors carry mutations in a dozen DNA-repair genes and whose disease is naive to, or still sensitive to, androgen pathway modulation — a biomarker gate that shapes how many men actually qualify.
News & analysis
Israel's Election Deadlock Leaves Iran Strike Risk Hanging Over Oil Markets
Final polls point to a sixth straight stalemate since 2019, with neither Netanyahu's bloc nor the opposition near the 61-seat threshold — and the post-election stance on Iran left deliberately open.
Market brief
Fiscal Headroom Shrinks as UK Budget Forces Profit Headwinds on Major Banks
Goldman Sachs projects the UK Treasury's financial cushion to fall significantly ahead of the Autumn Budget, signaling a cautious fiscal policy with major implications for the banking sector.
Market brief
Moody's Prepares to Review France's Credit Rating Amid Deteriorating Fiscal Health
A predicted downgrade for French public debt highlights how political instability and fiscal pressures are stressing European sovereign bonds.
Market brief
ECB Officials Debate Resilience Against Tightening Conditions' Growth Slowdown
A split among European policymakers suggests divergent paths for inflation and economic growth, signaling caution for rate expectations.