Research Briefing
The Bank of Japan left both short-term and long-term policy rates unchanged at Tuesday's meeting as widely expected. The BoJ...
Interest rates
Filter content
Tag
Region
The Canadian economy will begin 2024 still mired in recession as the lagged impact of higher interest rates continues to...
Research Briefing
Surprisingly, the rate hiking cycle in the US has not been accompanied by a spike in financial distress. This partly...
Research Briefing
The upcoming elections will affect the US economy beyond 2024 and are a major source of near-term uncertainty. Although we...
Research Briefing
The Canadian economy will begin 2024 still mired in recession as the lagged impact of higher interest rates continues to...
Research Briefing
We expect another year of industrial metal price weakness in 2024 and are generally below consensus. Metal demand will remain...
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 we believe interest rate hikes are mostly over, interest-sensitive sectors are being weighed down by the cumulative impact of...
Research Briefing
Global urban consumers have faced numerous difficulties in recent times, and the near-term outlook looks challenging still. Rising interest rates...
Research Briefing
The rapid surge in interest rates will continue to weigh on the Nordic economies next year with little external support,...
Looking at the commercial real estate sector in 2024, we see five key themes that are likely to dominate the...
Research Briefing
After a difficult 2023, we think five key themes will shape the outlook for commercial real estate next year.
Research Briefing
Emerging market (EM) GDP growth will disappoint next year but EM central banks will reap the dividends of credible policies...
Research Briefing
Inflation will likely decelerate in 2024 as the impact of imported inflation wanes. We expect the Bank of Japan will...
Research Briefing
In 2024, the main influence on Asia is likely to be a global slowdown, particularly in China and the US....
Research Briefing
Our measure of financial conditions has become less restrictive in the US and started to loosen in the eurozone and...
Research Briefing
Much of the recent industrial underperformance in advanced economies is consistent with a slowdown triggered by the monetary policy shock...
Research Briefing
We expect widespread declines in inflation and interest rates in 2024 across advanced economies. A key differentiator, however, is that...
In the past week, our research has focused on the recent behavior of, and prospects for, interest rate-sensitive elements of...
Research Briefing
The relative resilience of G7 output in the face of aggressive rate hikes is partly due to the surprising strength...
