Research Briefing
The Czech National Bank (CNB) kept the policy rate unchanged at 7% for the fourth consecutive meeting today, in line...
Monetary Policy Tightening
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Research Briefing
We doubt the surprise move from the Bank of Japan to expand the tolerance range for 10-year JGB yields to...
Research Briefing
Canada has likely just entered a moderate recession that will last for much of 2023.
Research Briefing
Financial conditions in Canada have tightened significantly this year and we estimate this will shave 0.7ppts off GDP growth by...
Research Briefing
Tightening US financial conditions over the past year will likely trim 0.2ppts from Q4 2022 GDP growth.
Research Briefing
In a tough global environment, we are below consensus on advanced economy growth and anticipate most will fall into recession...
Research Briefing
We expect Asian currencies to stabilise, if not strengthen, versus the US dollar in 2023, as the Fed pauses hiking...
Research Briefing
Reopening pressures have increased, as recent protests test policymakers' resolve to stick to the current zero-Covid approach.
Research Briefing
Bank Indonesia raised its policy rate by 50 bps at its last meeting on November 17, making for a total...
Research Briefing
After nine months of devastating war, we expect Ukraine's economic contraction to reach 31% in 2022. Prompt monetary and fiscal policy responses and $23bn of external financing have prevented a much deeper contraction.
Research Briefing
Many cities in the world's advanced economies will enter recession in 2023, with soaring inflation and tightening monetary and fiscal...
Research Briefing
Supply chain developments were mixed in October, but the implications for the outlook, particularly for inflation, are modest. The easing...
Research Briefing
The National Bank of Poland (NBP) kept its policy rate unchanged at 6.75% at yesterday's meeting, undershooting consensus and our...
Research Briefing
Despite an upside growth surprise for Q3, we still expect the eurozone to fall into a widespread recession. Not all...
