Research Briefing
The UK housing market faces stagnation with low transactions and flat prices, while borrowers may see rising mortgage costs ahead....
Monetary policy
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Renewed disruption to Middle East energy supplies and a more hawkish turn from central banks have darkened the outlook just...
Research Briefing
The Bank of Japan raised its policy rate to 1.25%from 1% today. We expect the BoJ will hike again in...
Research Briefing
We've treated Asia’s external strength with some caution this year. After all, gross trade and financial inflows have risen much...
Research Briefing
We now expect the Bank of Japan (BoJ) will raise its policy rate in September and December this year and...
US-Japan coordinated FX intervention will likely have a longer lasting effect compared with past unilateral interventions but it still will...
The Bank of Japan (BoJ) kept its policy rate at 1% at Friday’s meeting, as expected. We continue to project...
Research Briefing
Explore the critical economic dynamics shaping the second half of the year, including trade policy, energy markets, and global growth...
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...
