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Central Bank Watch

Understanding the global economy means understanding the global monetary system. The product of a quasi formal relationship between central banks, national governments and private financial institutions, it is often excluded from the noble realm of the "real" economy yet dictates the terms and conditions of real economic activity. RGE’s Central Bank Watch tracks the key central banks whose decisions affect the macroeconomic environment of nearly every country on the planet. We then place our specific country and regional analysis into the broader context of our global outlook to provide a bird’s eye view of the monetary policy trends that will shape the direction of macroeconomic and asset class performance.

Central Bank Watch

Disinflation Will Reign in 2012

Despite promising data, we expect DM central banks to continue to ease in H1 in an effort to capitalize on any momentum, as most EMs wait for clearer global cues.

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