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Research Briefing

US PCE nowcast shows no slowdown in price pressures

Research Briefing

How much residual seasonality lingers in January inflation in the US?

Research Briefing

US inflation still slowing, but not fast enough for seniors

Research Briefing

US PCE nowcast shows bumpy path down for inflation

Japan: Political calendar and yen will delay a rate hike to December

Research Briefing

Japan’s political calendar and yen will delay a rate hike to December

The BoJ rushed a rate hike without waiting for evidence

Research Briefing

Japan’s BoJ rushed a rate hike without waiting for evidence

Research Briefing

US June employment and CPI will boost case for rate cut

china city

Research Briefing

Chinese City consumers weighed down in 2024-25

Philippines_Concerns-about-future-real-income-drag-on-consumption

Research Briefing

Philippines concerns about future real income drag on consumption

BoJ-will-start-reducing-JGB-purchases-in-August

Research Briefing

Japan’s BoJ will start reducing JGB purchases in August

Research Briefing

US Inflation expected to be highest in Southern metros

Research Briefing

BoJ likely to end zero interest rates in autumn

Research Briefing

Wider deficits in 2024 federal budget could delay Bank of Canada rate cuts

japan street

Research Briefing

BoJ on hold ahead of wage negotiation results

Japan Key themes 2024

Research Briefing

Japan Key themes 2024 – Will wage-led inflation gain momentum?

Japan currency

Research Briefing

BoJ to allow 10-year JGB yields to exceed 1%

BoJ will continue effective zero interest rate policy anyway

Research Briefing

BoJ will continue effective zero interest rate policy anyway in Japan

Japan food inflation

Research Briefing

Food-driven inflation is unlikely to stay in Japan

Tokyo, Japan

Research Briefing

The unprecedented price passthrough is unsustainable in Japan

China mountains

Research Briefing

China’s emerging deflation risk may be more worrisome than believed

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