Poland's new government's likely actions

Oct 27, 2015 05:20 am UTC| Commentary Central Banks

The new government in Poland will probably focus on the low income families and credit growth in the SMEs and infrastructure investment. It may impact GDP growth. However the total impact of quasi fiscal stimulus on demand...

Other central banks easing to push Fed closer to lift off?

Oct 27, 2015 05:17 am UTC| Commentary Central Banks

More interesting will be how the FOMC characterizes the recent global and financial developments, which arguably are not as acute as they may have seemed in September. They could note conditions have stabilized or even...

U.S. likely to post weaker growth rate in Q3

Oct 27, 2015 05:15 am UTC| Commentary Central Banks

The FOMC is unexpected to give a strong indication about future policy. In light of the Feds professed data dependence and unwillingness to give formal forward guidance at this point-beyond simply saying that some further...

75% probability of Fed's rate hike in March 2016

Oct 27, 2015 04:31 am UTC| Commentary Central Banks

The Fed is likely to deem its communication at the October meeting a success if markets stay broadly unchanged following the release. Whether it will succeed in this is up to the exact wording in the...

How Fed chooses to describe the latest economic developments?

Oct 27, 2015 04:23 am UTC| Commentary Central Banks

FOMC member Jeffrey Lacker is expected to dissent again this week and advocate a rate hike. The key phrases to watch are, first, the description of global economic and financial developments, which in September were...

PBoC's rate corridor at the short end

Oct 27, 2015 04:20 am UTC| Commentary Central Banks

The PBoC has several instruments for managing short-term liquidity, bank reserves, open market operations (OMOs), including short-term liquidity operations (SLOs), and standing lending facilities (SLFs). The rates on these...

Fed's all doors likely to be kept open

Oct 27, 2015 04:17 am UTC| Commentary Central Banks

Recent Fed comments have underlined the divergence in views on monetary policy within the FOMC. In particular, the two board members Lael Brainard and Daniel Tarullo delivered dovish comments in their speeches two weeks...