Research Briefing
Explore the shifting economic landscape, with insights on inflation, GDP growth, and the impact of AI investment on productivity and...
Research Briefing
Explore the shifting economic landscape, with insights on inflation, GDP growth, and the impact of AI investment on productivity and...
Research Briefing
Explore the critical economic dynamics shaping the second half of the year, including trade policy, energy markets, and global growth...
Research Briefing
The conflict in the Middle East is, hopefully, coming to a close. However, the subsequent fall in global oil prices...
Research Briefing
Falling oil prices are easing supply-chain stress and inflation, but challenges remain in agriculture. Discover more insights in our latest...
Research Briefing
Explore insights on the balanced labor market, productivity growth, and the Federal Reserve's interest rate outlook amidst evolving economic conditions.
The Bank of Japan (BoJ) raised its policy rate from 0.75% to 1% on June 16 despite the uncertainty around...
Research Briefing
Inflation pressures are rising due to energy costs and supply shortages. Discover how these trends may impact the economy and...
Research Briefing
Supply-chain stress is rising, driven by air freight costs and geopolitical tensions. Explore the implications for prices and inflation in...
Research Briefing
April's inflation trends reveal significant shifts in energy prices and core goods, indicating a divergence between CPI and PCE. Discover...
Research Briefing
Yields may rise as inflation and geopolitical tensions persist, despite any short-term relief
Research Briefing
Energy-driven supply shocks push Eurozone inflation higher, prompting expected ECB rate hikes despite weak demand.
Research Briefing
Warsh is in—but the real story is what comes next. Inflation is sticky, consumers are stretched, and the Fed may...
Research Briefing
We have raised our CPI forecast for Japan for this year and next, reflecting a revised profile for oil prices....
Research Briefing
The reopening of the Strait of Hormuz has eased oil market fears, pushing crude prices lower and offering potential relief...
Research Briefing
Refined fuel shortages are tightening Asia’s transport capacity, raising costs, and disrupting supply chains—from aviation to manufacturing. With inflation pressures...
Research Briefing
Rising energy prices are set to lift US PCE inflation to its highest level since 2023, with further pressure expected...
Research Briefing
Oil prices are pulling back, but inflation pressures and weakening demand are starting to build. Is this just temporary relief,...
Research Briefing
Higher oil prices may lift short-term inflation expectations, but long-term expectations remain anchored near the Fed’s 2% target. This limits...
Research Briefing
The disruption in oil prices due to the Iran conflict will have a disproportionate impact on low-income households, as they...
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.75% at its March meeting. We now project the central...