Research Briefing
The Nordic countries will exit 2021 in much better shape than when they entered it. Considerable progress on vaccine rollouts...
Monetary policy
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Displaying 1 to 20 of 256 results
Research Briefing
Canada entered the pandemic with historically elevated household debt, and a C$193bn surge in mortgage borrowing during the pandemic has...
Research Briefing
Diminishing economic disruption and uncertainty, stemming from the pandemic and ensuing supply-side bottlenecks, bode well for a still-strong recovery in...
Research Briefing
We see China’s economy entering 2022 with weaker growth. Our forecast has GDP growth dipping to 3.6% y/y in Q4...
Research Briefing
We anticipate 2022 will be a ‘MESSI’ (Moderating Expansion with Sticky Supply-driven Inflation) year for the US economy. After experiencing...
Research Briefing
Ordinarily, the strength of recent survey evidence would have tilted the balance further toward a rise in Bank Rate next...
Research Briefing
The RBA’s yield curve targeting experiment ended this week not with a bang but a whimper. Market expectations for a...
Research Briefing
The National Bank of Poland (NBP) hiked its policy rate by 75bps to 1.25% at yesterday’s meeting. Although some tightening...
Research Briefing
We forecast a permanent hit to Singapore’s population after two consecutive years of contraction in which border closures restricted regular...
Research Briefing
GDP for the eurozone surprised on the upside in Q3 with growth of 2.2% q/q, slightly up from Q2. The...
Research Briefing
The Bank of Japan (BoJ) left monetary policy unchanged at today’s (28th October) meeting, retaining current short- and long-term interest...
Research Briefing
The week was full of events that could potentially become policy shakers. While the PMIs showed economic growth keeps cooling,...
Research Briefing
Repeatedly hawkish comments from BoE Governor Bailey suggest that the MPC is preparing the ground for a rate rise. Consequently,...
Research Briefing
It’s not runaway inflation, and it’s certainly not stagflation. In fact, the US economy is going through a bout of...
Research Briefing
In a surprise move, the Monetary Authority of Singapore today tightened monetary policy by slightly raising the slope of the...
Research Briefing
We remain bullish on the outlook for the Canadian economy over the next two years despite a surprising contraction in...
Research Briefing
We expect above-average growth in the eurozone over the coming quarters given the ample pent-up demand in the aftermath of...
Research Briefing
Powell’s speech did not materially alter the outlook for Fed policy, but it did clarify the distinction between the timing...
Research Briefing
The Egyptian economy has proven resilient in the face of the Covid-19 pandemic, but more recent PMI figures suggest that...
Research Briefing
There’s a close race as the Bank of Canada weighs sticking with its successful flexible inflation targeting (FIT) or switching...
