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December 12, 2025 | The Week Ahead
December seems to have been marked by dissents and divisions within and among central banks across the globe. We discuss the impact of the Fed’s cut on the US Dollar, as well as preview the upcoming jobs report and CPI data in the US after the government shutdown. We also preview our expectations of contrasting European Central Bank and Bank of England decisions, as well as Bank of Japan, Bank of Thailand, and Bank Indonesia meetings which are also set to deliver likely diverging decisions.
Week Ahead Podcast Host and Chief ASEAN Economist
Chief Economist for Developed Markets
Chief UK & Euro Area Economist
Japan Economist