Research Briefing
The Bank of Japan kept its policy rate at 0.5% at its July meeting. We continue to think the BoJ...
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Displaying 1 to 20 of 94 results
Research Briefing
We now expect a shallow recession in capital spending for the G7 lasting three quarters from 2025 Q2 to 2025...
Research Briefing
We estimate that the US's effective tariff rate on Japanese products is around 17%, in line with our baseline assumption....
Research Briefing
The ruling Liberal Democratic party (LDP) and its partner Komeito lost their majority in Japan's upper house elections on July...
Research Briefing
Our scenario analysis reveals a partial shutdown of the Strait of Hormuz by Iran would push the Japanese economy into...
Research Briefing
For some governments, pressure from markets to set out clearer or more ambitious fiscal plans may build, posing a downside...
Research Briefing
The Bank of Japan kept its policy rate at 0.5% and announced its exit plan from quantitative easing at Tuesday's...
Research Briefing
We expect Japan's fiscal outlook to deteriorate due to weak economic growth and pressure on the government to implement fiscal...
Research Briefing
We recently created a heatmap of daily and weekly data to gauge how the US economy is fairing in real...
Research Briefing
The Bank of Japan kept its policy rate at 0.5% at Thursday's meeting. Considering the significant downgrading of growth and...
Research Briefing
We've cut our GDP growth forecasts for Japan by 0.2ppts to 0.8% in 2025 and by 0.4ppts to 0.2% in...
Research Briefing
There are no absolute winners in a trade war, but some will fare relatively better than others.
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.50% at Wednesday's meeting, as expected. Despite a marginally higher...
Research Briefing
We have revised our CPI forecast upwards for this year and next, due to more persistent supply side-driven food inflation,...
Research Briefing
The resilience of consumption is essential to support sustained wage-driven inflation and the Bank of Japan's rate hikes. We see...
Rising wage costs have been increasingly squeezing the already low profitability of small firms in Japan, thereby raising concerns about...
Research Briefing
The Bank of Japan raised the policy rate by 0.25ppts to 0.5% at Friday's meeting, as we expected. We maintain...
Research Briefing
The Bank of Japan kept its policy rate at 0.25% at Thursday's meeting, as we expected. We believe that the...
Research Briefing
We've adopted our "limited Trump scenario" as our baseline forecast for Japan. We now assume that the US will impose...
Research Briefing
We now believe that the Bank of Japan will wait until January to hike the policy rate. We previously assumed...
