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Research Briefing
UK Labour market data woes show the importance of nowcasts
Research Briefing
France on the brink drives spreads to crisis highs
Research Briefing
Eurozone: How to set policy in an era of frequent supply shocks
Research Briefing
Growth forecasts trimmed on review of Trump 2.0 impact
Research Briefing
Japan – Next rate hike soon, but politics gets murky
Research Briefing
Markets have soured on the UK Budget, but calm should return
Research Briefing
Japan’s political calendar and yen will delay a rate hike to December
Research Briefing
Japan’s BoJ is now likely to front-load policy normalisation
Research Briefing
Yen volatility – so far, just a tremor for global markets
Blog
Small-cap stocks outperformance has further room to go
Research Briefing
How our FX risk tool helps predict exchange rate sell-offs
Research Briefing
Japan’s neutral interest rate is rising, but not by much
Research Briefing
Japan’s BoJ rushed a rate hike without waiting for evidence
Research Briefing
Biden’s exit doesn’t alter our election scenarios
Research Briefing
Japan’s BoJ preview: What to expect for a QE exit plan
Research Briefing
Nowcasting and bathtub approach to US unemployment
Research Briefing
A murky way forward for French politics
Research Briefing
Philippines concerns about future real income drag on consumption
Research Briefing
Japan’s BoJ will start reducing JGB purchases in August
Research Briefing
The enduring appeal of US Treasuries to Japan’s investors
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