The BoJ is edging toward another rate hike—but timing is everything. Inflation is rising, the yen is weakening, and global tensions could change the plan.
Keith Mason
Warsh is in—but the real story is what comes next. Inflation is sticky, consumers are stretched, and the Fed may wait longer than markets expect.
Helium shortages are rattling chip supply chains—but with reserves and pricing power on their side, can chipmakers stay ahead of the risk?
What happens to the UK economy if migration slows sharply? Growth, tax revenues, and pensions could all be at risk—but how big is the impact?
The reopening of the Strait of Hormuz has eased oil market fears, pushing crude prices lower and offering potential relief at the pump. But with wage growth slowing and purchasing power under pressure, how much will consumers really benefit—and what does it mean for the Fed’s next move?
Refined fuel shortages are tightening Asia’s transport capacity, raising costs, and disrupting supply chains—from aviation to manufacturing. With inflation pressures building and growth at risk, how exposed is the region to prolonged fuel shocks?
Rising energy prices are set to lift US PCE inflation to its highest level since 2023, with further pressure expected in the coming months. How high could it go?
US tariff pressures are easing as metals and pharmaceutical measures prove less severe than expected, with key exemptions and policy shifts reshaping the outlook. What does this mean for global trade and your industry?
Oil prices are pulling back, but inflation pressures and weakening demand are starting to build. Is this just temporary relief, or the start of a deeper slowdown?
Asia and Mexico see stronger electronics export growth from US AI data centre investment, with spillovers concentrated in key tech manufacturing hubs including Taiwan, South Korea, Vietnam and Mexico.
Treasury yields declined and risk sentiment improved as ceasefire hopes lifted markets, but uncertainty around Iran talks persists. Can this optimism last?
A prolonged closure of the Strait of Hormuz could send shockwaves through global industry, but which sectors and regions are most at risk?
Supply chains are under more strain as fuel and shipping costs rise and key chip materials become harder to source—but how far could this push up global prices?
Higher oil prices may lift short-term inflation expectations, but long-term expectations remain anchored near the Fed’s 2% target. This limits wage pressure and suggests only a muted pass-through to core inflation, with inflation likely to be temporary.
Hungary’s election is set to reshape the political landscape, with the opposition expected to win most seats. While this could support a modest growth rebound, the transition carries significant risks around policy execution, fiscal constraints, and market reactions. With outcomes still uncertain, both political and financial volatility remain in play—what will the next government really face?
Latin America’s cities are entering a new phase of growth, shaped by rising incomes, demographics, and shifting policy—which cities will lead?
The Bank of Japan (BoJ) kept its policy rate at 0.75% at its January meeting. Although our current baseline expects a final rate hike to 1% in mid-2026, the bank could move earlier if the yen weakens further.
House prices are continuing their descent across China’s cities, signalling the country’s ongoing property market downturn still has distance left to run. While the property market downturn has been universal, the scale and depth has been varied for different cities and regions.
This report explores the economic and societal impact of the beauty and personal care industry and its value chain in the EU27.
Research Briefing Trade war scenario threatens US travel sector International travel to the US is expected to decline.
