Treasury yields declined and risk sentiment improved as ceasefire hopes lifted markets, but uncertainty around Iran talks persists. Can this...
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Displaying 1 to 20 of 137 results
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.75% at its March meeting. We now project the central...
Research Briefing
The ruling Liberal Democratic Party's (LDP) landslide election victory on Sunday doesn't change our expectation of a primary fiscal deficit...
Research Briefing
In our upcoming February forecast update, we'll stick to our expectation of a primary fiscal deficit of 2%-3% of GDP...
Research Briefing
Despite the new government's 2026 budget being slightly more timid than anticipated, we don't plan major changes to our outlook....
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.75% at its January meeting. Although our current baseline expects...
Research Briefing
Japanese government bond yields have surged over the past few weeks. Here, we answer the most frequently asked questions about...
Research Briefing
The Bank of Japan raised its policy rate by 0.25ppts to 0.75% at its meeting on Friday, which the dovish...
Research Briefing
We've changed our fiscal outlook for Japan in our December forecast round. We now expect the new government to set...
The Budget on November 26 will be a key test of market confidence in the UK government's fiscal approach. If...
Research Briefing
We believe that the current AI hype in financial markets will only be justified if companies can adopt AI quickly...
Research Briefing
At its monetary policy meeting on Friday, the Bank of Japan (BoJ) unexpectedly announced it would start to sell its...
Research Briefing
Research Briefing High uncertainty means a cautious the Bank of Japan
Saudi Aramco’s 20-year, $11bn lease deal with Global Infrastructure Partner (GIP), a firm under BlackRock’s umbrella, for Jafurah Field Gas...
Research Briefing
The Bank of Japan kept its policy rate at 0.5% at its July meeting. We continue to think the BoJ...
Consulting Report
Sustainable finance is not merely a climate imperative but a development necessity. As climate risks intensify, Africa must urgently mobilise...
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 have revised our CPI forecast upwards for this year and next, due to more persistent supply side-driven food inflation,...
Research Briefing
We think that valid concerns about the quality of data from the UK's Labour Force Survey (LFS) make it virtually...
Research Briefing
The Bank of Japan kept its policy rate at 0.25% at Thursday's meeting, as we expected. We believe that the...
