Research Briefing
While we believe interest rate hikes are mostly over, interest-sensitive sectors are being weighed down by the cumulative impact of...
Interest-sensitive sectors
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Research Briefing
Much of the recent industrial underperformance in advanced economies is consistent with a slowdown triggered by the monetary policy shock...
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...
