Research Briefing
We now expect the Bank of Japan will implement an additional rate hike this year, possibly in October, given the...
Research Briefing
We now expect the Bank of Japan will implement an additional rate hike this year, possibly in October, given the...
Research Briefing
Vice President Kamala Harris has released the first part of her economic plan. In it, she proposes an expansion of...
Research Briefing
A surge in temporary layoffs drove another rise in the unemployment rate in July, stoking recession concerns and fears that...
Research Briefing
As expected, the RBA kept rates on hold in August. The cash rate has now been unchanged at 4.35% since...
Research Briefing
We estimate that Japan's nominal neutral interest rate – the rate consistent with monetary policy that is neither stimulative nor...
Research Briefing
At Wednesday's policy meeting, the Bank of Japan (BoJ) raised the policy rate to 0.25% without clear evidence of wage-driven...
Research Briefing
Using our Global Industry Model, we have modelled the sectoral impacts of two scenarios in which former President Donald Trump returns to the...
Consulting Report
This report updates last years’ research on the detection and prevention of financial crime, and it’s cost to the UK...
Consumer spending growth will remain resilient this year. Supported by rising real incomes, consumer spending growth is forecast to average...
Research Briefing
President Biden's decision to withdraw as a candidate caps a string of major political events that has roiled the 2024...
Research Briefing
The economy underwhelmed in the first half of the year while it transitioned to a more sustainable pace of growth,...
Research Briefing
President Joe Biden's decision to drop out of the election doesn’t warrant any immediate changes to our election scenarios nor...
Research Briefing
The national total number of owner-occupier loans for dwellings (excluding refinancing) fell 2% in May to 26,880 loans in seasonally...
Research Briefing
Following hawkish comments from the Reserve Bank of Australia and a rise in CPI inflation readings in the last two...
Research Briefing
During the next presidential term, the economy will receive a net boost from federal policymaking, and inflation will come in...
Research Briefing
We think that the Norwegian krone and the Swedish krona will hold on to their recent gains and appreciate further...
Research Briefing
Each month, we forecast the dozens of price categories that underlie the consumer price index, and our forecast is for...
Research Briefing
We expect employment growth in the eurozone to continue slowing despite the economic recovery gathering speed. Future employment will be...
Blog|3 July 2024 Risks in our Q2 IFRS 9 and CECL scenarios more evenly spread reflecting monetary policy and geopolitical...
Research Briefing
A Democratic sweep of the 2024 presidential and congressional elections would mean major changes to social benefits programs and tax...