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Bilal Hafeez on Bloomberg TV
Bilal Hafeez on Al Jazeera
Bilal Hafeez on Bloomberg TV
Japan | Rates
Viresh Kanabar
Summary The October BoJ decision itself should be uneventful, with a hold and likely dissents from Tamura and Takata. The more important signal is whether the Bank explicitly frames underlying inflation as already around 2% and treats any further rise as undesirable. Koeda’s recent speech was important because she increasingly looks like a useful guide […]
Bilal Hafeez
In the next 10 days, we get nine out of ten G10 central banks meeting (Chart 1) Looking out to mid-2027 pricing, we find that rates markets are more hawkish than economists for every central bank (Chart 2). The Bank of England pricing is the most extreme, with almost four hikes priced by then, while […]
Ben Ford
The budget will come out on Wednesday. There’s little shortage of literature. The IFS’s Green Budget was 406 pages, for example. Let me make this easy. Here is a cheat sheet for the budget: Healey will present the budget from 12:30PM UKT. Once the speech concludes, the OBR will publish their Economic and Financial Outlook. […]
Dominique Dwor-Frecaut
Summary I expect the Fed to remain on hold, with Warsh avoiding explicit forward guidance while leaving the door open to further hikes. The FOMC recently departed from Warsh’s no-guidance approach, largely to prevent markets from pricing excessive tightening that could weaken growth. Tightening enough to weaken growth would be a consequential step, requiring compelling […]
Tomasz Nadrowski is a portfolio manager at the Amvest Terraden Critical Minerals Fund. He was a former Director at the World Economic Forum and Vice President of Business Development at AngloGold Ashanti, then the world’s largest gold producer. Tomasz has spent over fifteen years managing commodity and mining equity portfolios for hedge funds and family offices across the U.S., Europe, and Asia. He is fluent in seven languages and a regular contributor to Oxford Analytica. He combines deep industry knowledge with a strategic understanding of how resources, markets, and power intersect in today’s shifting geopolitical landscape. He is also the host of the podcast Tyranny Today.
Alex Edmans is a Professor of Finance at London Business School and is one of the world’s leading academics on company purpose, social value, and profit. Alex has a PhD from MIT as a Fulbright Scholar and was previously a tenured professor at Wharton and an investment banker at Morgan Stanley.
Paul Cavey is a China-focused Asia economist with twenty-five years of experience covering the region. He runs East Asia Econ. Previously, he was a macro strategist in the global bond team at Wellington Management, head of China economics at Macquarie Securities and chief China economist at the Economist Intelligence Unit.
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