Research Briefing
We believe that the current AI hype in financial markets will only be justified if companies can adopt AI quickly...
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Displaying 1 to 20 of 147 results
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...
Research Briefing
The spread between French and German government bonds has reached its highest level since the height of the eurozone sovereign...
Research Briefing
Oxford Economics' new proprietary business cycle indicator shows that real US construction spending is firmly in a decelerating growth phase.
Research Briefing
We have revised down our global economic forecasts slightly from our snap post-election assessment. The broad picture is little changed,...
Research Briefing
The results of the US election have prompted us to adopt our 'limited Trump' scenario as our baseline view for now. Broadly...
Research Briefing
The Bank of Japan's decision to maintain the policy rate at 0.25% today surprised no-one. Although the quarterly outlook report...
Research Briefing
Following Wednesday's UK Budget, gilt yields have risen sharply as financial markets appear concerned over the scale of the extra...
Research Briefing
Vacancy in the Melbourne CBD continued to track higher during H1 2024, increasing to 18.0%, reflecting the persistent contraction in...
Research Briefing
The Bank of Japan maintained its policy rate at 0.25% during Friday's meeting. Although we still expect an additional rate...
Research Briefing
We now expect the Bank of Japan will implement an additional rate hike this year, possibly in October, given the...
Research Briefing
Abrupt yen appreciations have been associated with, or preludes to, global financial instability. So far, the recent yen surge has...
