Research Briefing
The escalation of geopolitical tensions in the Middle East does not pose a downside risk to the US economy because...
Inflation
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Displaying 1 to 20 of 686 results
Research Briefing
We forecast Bank Indonesia will start cutting its policy rate in Q2, which will provide a cyclical tailwind for credit...
Research Briefing
We now project that the Bank of Japan will start to raise its policy rate next spring assuming another robust...
Research Briefing
Reflecting a surprisingly strong Spring Negotiation result and weaker yen assumption, we have upgraded our baseline wage and inflation forecasts....
The supply-shocks era (2020-23) represented the first time in a generation where inflation significantly eroded the real value of global...
Research Briefing
We think the Riksbank will cut rates in May, before the Federal Reserve and the European Central Bank do so....
Research Briefing
We modeled two scenarios in which former President Donald Trump returns to the White House and Republicans gain full control...
Research Briefing
This year is set to be a turning point for commercial property markets in the US. A gradual easing of...
Research Briefing
The global travel recovery took great strides in 2023, with some destinations already reporting a full recovery back to pre-pandemic...
Research Briefing
Profit margins in the eurozone have largely dropped back towards their long-term pre-pandemic average, after they increased faster than wages...
Research Briefing
The supply-shocks era represented the first time in a generation where inflation significantly eroded the real value of global public...
Research Briefing
Taiwan was hit by the 7.2 magnitude earthquake on 3 April, the strongest in 25 years. However, the economic impact seems to be...
Research Briefing
The strength of the labor market and lingering worries about inflation among Federal Reserve officials have led us to push...
Research Briefing
We expect the March employment report to show moderating job growth, adding to the Federal Reserve's confidence that the labor...
Research Briefing
A scenario where neither the Federal Reserve nor the European Central Bank cut rates in 2024 would reduce eurozone GDP...
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
Our business cycle indicator implies that the economy is losing momentum, but there are some caveats. Some of the data...
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...
In February, Canada saw a solid advance in full-time employment, but these new positions were predominantly in the public sector...
Research Briefing
The Nordic economies will have a better 2024 than last year, but growth rates will diverge across the region. The...
