Research Briefing
Research Briefing High uncertainty means a cautious the Bank of Japan
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Research Briefing
The Eurozone economy has held up against geopolitical challenges but faces lacklustre growth in the near term, with global demand...
US tariffs and global trade tensions will slow growth across Latin America in 2026. Which countries will remain resilient despite...
Research Briefing
We expect the US economy to slow in 2026 but sidestep recession, with AI investment providing key support. How will...
Research Briefing
France's fragile coalition government looks set to lose a confidence vote scheduled on September 8. Consequently, Prime Minister François Bayrou's...
Research Briefing
The US has seen short-term gains from higher tariffs, with markets steady and growth holding up. But investment weakness, rising...
Research Briefing
The global economy faces its weakest expansion since 2009 (ex-2020) as US tariffs and fiscal policy shifts weigh on investment...
Research Briefing
As GCC governments focus on diversifying economic activity and revenue sources away from oil and gas, our analysis suggests that...
Research Briefing
France's fragile coalition government looks set to lose a confidence vote scheduled on September 8. Consequently, Prime Minister François Bayrou's...
Research Briefing
US tariff rates are climbing to levels not seen since the 1930s, with world trade expected to decline and inflation...
Research Briefing
We still expect the Bank of England to cut Bank Rate by 25bps again in November, despite August's unexpectedly tight...
Research Briefing
The Bank of Japan kept its policy rate at 0.5% at its July meeting. We continue to think the BoJ...
Executive Summary
RePORT Labour tight, but purse strings tighter in Australia Economic Outlook Improves Slightly Amid Job Strength and Supportive Exports, But...
Research Briefing
Rising US tariffs, a 50% copper duty, crackdowns on Asian transshipment, and renewed Red Sea conflict are piling pressure on...
Last week, oil prices moderated by around 15%, as the ceasefire between Iran and Israel helped to reduce risk premiums.
Research Briefing
Our scenario analysis reveals a partial shutdown of the Strait of Hormuz by Iran would push the Japanese economy into...
Research Briefing
The net immigration into the US has slowed more abruptly than anticipated in the early days of Trump's second presidency....
Research Briefing
Cotton prices are forecast to remain weak in 2024 due to strong global supply and sluggish demand, weighed down by...
Research Briefing
The Bank of Japan kept its policy rate at 0.5% and announced its exit plan from quantitative easing at Tuesday's...
Research Briefing
The One Big Beautiful Bill Act could boost GDP over the next two years, with new tariffs helping to steady...
