Central banks remain very much in focus over the coming week, with policy meetings in Europe and across Asia. We’re expecting rate cuts from two of those and the theme of divergence, based on local dynamics, seems very much in play. Some central banks look set to deliver more easing than perhaps would have been expected only a month ago, but some a little less. Aside from the central banks, we’ll need to watch out for fiscal policy news from China, as well as ongoing developments in the Middle East.

Chapters: US (02:13), Europe (06:17), Asia (09:26), China (12:56)