Executive Summary
The past month has been relatively quiet compared to the flurry of activity following the 'liberation day' tariff announcements in the US.
Executive Summary
The past month has been relatively quiet compared to the flurry of activity following the 'liberation day' tariff announcements in the US.
Research Briefing
The Bank of Japan left both short-term and long-term policy rates unchanged at Tuesday's meeting. Amid a decline in global...
Research Briefing
While nearly every metro in Canada will experience at least a minor recession between Q4 2022 and Q3 2023, on...
Research Briefing
We doubt the surprise move from the Bank of Japan to expand the tolerance range for 10-year JGB yields to...
Research Briefing
The easing in supply chain stress is an encouraging sign for the US inflation outlook, but conditions continue to drag...
Research Briefing
The Federal Reserve knows that their mission to tame inflation isn’t complete, and odds are rising that the central bank...
Research Briefing
Tightening US financial conditions over the past year will likely trim 0.2ppts from Q4 2022 GDP growth.
Research Briefing
Bank Indonesia raised its policy rate by 50 bps at its last meeting on November 17, making for a total...
Research Briefing
While our outlook for emerging markets (EMs) is more upbeat than for advanced economies (AEs), we have cut our 2023...