Research Briefing
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Research Briefing
Some market participants are raising concerns over a fall in demand for US Treasuries from Japanese investors amid higher domestic...
Global construction activity has continued to stagnate over 2024 as the impact of high construction costs, policy tightening by central...
Research Briefing
The Monetary Policy Committee voted to keep Bank Rate at 5.25% at May's meeting, but it also sent a clear...
Research Briefing
Our sentiment data, developed with Penta, suggests that UK private sector wage growth slowed sharply in March and early-April. If...
Research Briefing
Our new forecast assumes a slower euro appreciation against the dollar over the coming years than we previously anticipated. Relative...
Research Briefing
The European Central Bank's updated monetary policy framework retains key advantages of the previous system and in our view is...
Research Briefing
Our analysis of Banxico's reaction function reaffirms our forecast that the policy rate will end the year at 8.25% –...
Research Briefing
The Bank of Japan (BoJ) decided to end its negative interest rates policy and set the target band for the overnight market rate at...
Research Briefing
Our suite of nowcasting models corroborates our tepid near-term expectations for the hibernating eurozone economy, indicating Q1 growth will come...
Research Briefing
Australian bond yields have risen over the past 18 months, highly influenced by movements in the US, reflecting more hawkish...
Research Briefing
We were a little surprised that Fed officials had not pushed back harder against market expectations for aggressive rate cuts...
Research Briefing
Inflation will likely decelerate in 2024 as the impact of imported inflation wanes. We expect the Bank of Japan will...
Every year, the Conference of the Parties on Climate Change captures the world's attention for a few weeks as government,...
Research Briefing
With the US Fed expected to remain on hold for a prolonged period, rate decisions in Asia are likely to...
The greenback is overvalued fundamentally, but 2024 will disappoint dollar bears. The pivot the market expects on the back of...
Research Briefing
While we expect that sector selection will still be an important component to generating alpha in commercial real estate investment,...
Research Briefing
The UK's house price correction has been mild so far and recent data has indicated the market may be more...
It's widely believed that global growth and inflation will slow in 2024 and that advanced economy central banks will begin...
Research Briefing
Our latest scenario analysis suggests that the global economy would falter in the event of an escalation of the Israel-Hamas...
