Research Briefing
Explore the critical economic dynamics shaping the second half of the year, including trade policy, energy markets, and global growth...
Monetary policy
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Research Briefing
Explore insights on the balanced labor market, productivity growth, and the Federal Reserve's interest rate outlook amidst evolving economic conditions.
The Bank of Japan (BoJ) raised its policy rate from 0.75% to 1% on June 16 despite the uncertainty around...
Research Briefing
Inflation pressures are rising due to energy costs and supply shortages. Discover how these trends may impact the economy and...
Research Briefing
Despite the continued uncertainty around the Middle East conflict, we now expect the Bank of Japan (BoJ) to raise its...
Research Briefing
The Federal Reserve is considering a balance sheet reduction, facing challenges that could impact financial stability and funding markets.
Research Briefing
April's inflation trends reveal significant shifts in energy prices and core goods, indicating a divergence between CPI and PCE. Discover...
Research Briefing
Yields may rise as inflation and geopolitical tensions persist, despite any short-term relief
The BoJ is edging toward another rate hike—but timing is everything. Inflation is rising, the yen is weakening, and global...
Research Briefing
Warsh is in—but the real story is what comes next. Inflation is sticky, consumers are stretched, and the Fed may...
Research Briefing
Oil prices are pulling back, but inflation pressures and weakening demand are starting to build. Is this just temporary relief,...
Research Briefing
Higher oil prices may lift short-term inflation expectations, but long-term expectations remain anchored near the Fed’s 2% target. This limits...
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.75% at its March meeting. We now project the central...
Research Briefing
Energy prices are pushing inflation higher in the UK and Eurozone, undermining the idea that central banks can simply look...
Research Briefing
We've raised our terminal rate assumption for the Bank of Japan to 1.5% from 1% in February. This reflects changes...
Research Briefing
In our upcoming February forecast update, we'll stick to our expectation of a primary fiscal deficit of 2%-3% of GDP...
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.75% at its January meeting. Although our current baseline expects...
Research Briefing
Japanese government bond yields have surged over the past few weeks. Here, we answer the most frequently asked questions about...
Research Briefing
The Bank of Japan raised its policy rate by 0.25ppts to 0.75% at its meeting on Friday, which the dovish...
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.5% at its October meeting, after a 7-2 majority vote....
