Continuum Economics’ Post

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🇧🇷 | Moody's upgraded Brazil's rating to Baa1, one level below investment grade, citing growth and structural reforms like tax and labor reforms. Is there potential for Brazil to reach an investment-grade soon? More at: https://lnkd.in/dp8e3RXh

🇬🇧 | Whilst the market is focused on the comments by BOE Bailey about the bank becoming more activist, the BOE's Chief Economist on Friday said the BOE should be gradual. How will this divide affect BOE decisions in the coming months? More at: https://lnkd.in/dzuT6ACs

🇪🇺 | Recent economic data and national CPI numbers have increased the case for a 25bps cut at the October 17 ECB meeting. How will the ECB's forward guidance look at the next meeting, and will there be more rate cuts in December? More at: https://lnkd.in/diWGcPNb

🇲🇽 | Banxico cut the policy rate by 25 bps, as expected. Weak domestic growth and softening core CPI suggests more cuts are likely. What will policy direction look like for Banxico over the next few quarters? More at: https://lnkd.in/ddrg2Ngw

🇮🇳 | According to a recent study by the SEBI, retail investors lost over USD 21 bn in the derivatives market over the last 3 fiscal years. What policies does the SEBI have planned to protect retail investors, and what will this mean for India's F&O market? More at: https://lnkd.in/eKg2Gaia

🇨🇳 | China's 2024 growth has benefited from high public investment, experts and high tech production. However, domestic demand has begun to slow and the residential construction crisis maintains its negative drag on Chinese growth. What does this mean for China's Outlook throughout H1 2025? More at: https://lnkd.in/gWyvZAzz

🇸🇪 | Another 25 bp rate cut was expected at the recent Riksbank meeting. Updated inflation forecasts suggest more cuts by year-end. How low will rates go by 2024, and how will this impact Swedish inflation? More at: https://lnkd.in/gdH3V25b

🇨🇭 | The SNB repeated its 25 bp policy rate cut, now at 1%. With the SNB's updated inflation forecast being increasingly pessimistic, how will this impact Swiss inflation and rate cuts in Q3 and Q4 2024? More at: https://lnkd.in/dn2kd5sY

🇯🇵 | The BoJ kept rates unchanged in their September meeting, with forward guidance pointing toward more tightening to come. How has their forward guidance changed compared to their meeting in July, and how might rates change in October? More at: https://lnkd.in/dhE8dJaR