The BoJ is edging toward another rate hike—but timing is everything. Inflation is rising, the yen is weakening, and global...
Monetary policy
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Displaying 1 to 20 of 258 results
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....
Research Briefing
We expect Nordic GDP growth to outperform the Eurozone in 2026, driven by expansionary fiscal policy and higher consumer spending....
We've brought forward the timing of the next Bank of Japan (BoJ) 25bps rate hike to December from next year...
Research Briefing
At its monetary policy meeting on Friday, the Bank of Japan (BoJ) unexpectedly announced it would start to sell its...
Research Briefing
Research Briefing High uncertainty means a cautious the Bank of Japan
Research Briefing
The Bank of Japan kept its policy rate at 0.5% at its July meeting. We continue to think the BoJ...
Research Briefing
The Bank of England's Monetary Policy Committee has delivered 100bps of rate cuts since its easing cycle began in August...
Research Briefing
We estimate that the US's effective tariff rate on Japanese products is around 17%, in line with our baseline assumption....
Research Briefing
The ruling Liberal Democratic party (LDP) and its partner Komeito lost their majority in Japan's upper house elections on July...
