Swiss Macro and History
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Quick Comment: Riksbank Cuts to Support Recovery
Rates forecast to stay near current levels
Sep 25
•
Stefan Gerlach
3
Quick comment: SNB Preview
With inflation near target and the economy holding up despite tariffs, the SNB is set to stay on hold
Sep 22
•
Stefan Gerlach
4
Riksbank Preview: Weak Growth Tilts Decision Toward a Cut
September decision hinges on how the Bank weighs recent data
Sep 18
•
Stefan Gerlach
4
1
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SNB Moves Cautiously Toward Greater Transparency
The impact will depend on the details
Sep 15
•
Stefan Gerlach
4
Quick comment: Swiss inflation in August
Seasonal adjustment reveals summer uptick
Sep 8
•
Stefan Gerlach
3
Comments on Beyond the Taylor Rule
Credibility, expectations, and why central banks bent the rules
Sep 3
•
Stefan Gerlach
20
1
Riksbank minutes: Inflation surprises and growth disappoints
Autumn cut possible if inflation eases
Sep 1
•
Stefan Gerlach
6
3
Monetary policy in Australasia
RBA and RBNZ are likely to cut rates but for different reasons
Aug 27
•
Stefan Gerlach
5
5
Powell signals September cut likely at Jackson Hole
If the incoming data do not surprise
Aug 25
•
Stefan Gerlach
9
2
The Effective Tariff Rate in the US Since 1929
Tariffs are high but their impact on inflation is hard to detect
Aug 20
•
Stefan Gerlach
11
7
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