Research Briefing
The Bank of Japan kept its policy rate at 0.25% at Thursday's meeting, as we expected. We believe that the...
Monetary policy
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Displaying 1 to 20 of 266 results
Research Briefing
We now believe that the Bank of Japan will wait until January to hike the policy rate. We previously assumed...
Research Briefing
We think Australia's growth prospects are set to improve in 2025. Lower inflation will be supportive of the growth outlook,...
Research Briefing
Oxford Economics' new proprietary business cycle indicator shows that real US construction spending is firmly in a decelerating growth phase.
Research Briefing
The Bank of Japan's decision to maintain the policy rate at 0.25% today surprised no-one. Although the quarterly outlook report...
Research Briefing
Following Wednesday's UK Budget, gilt yields have risen sharply as financial markets appear concerned over the scale of the extra...
Research Briefing
The ruling Liberal Democratic party and its partner Komeito lost their majority in Japan's lower house elections on Sunday, which...
Research Briefing
We expect growth across the Nordic economies to pick up in the near term, with quarterly growth in Sweden and...
Research Briefing
Hopes of a consumer spending recovery becoming the driving engine of eurozone growth in 2024 have not materialised. Private consumption...
Research Briefing
Our sentiment data, developed with Penta, suggests that labour market conditions have loosened and pay growth has slowed abruptly through...
Research Briefing
We expect stronger activity in the eurozone in 2025, but growth will remain lacklustre as the consumer recovery lacks momentum....
Research Briefing
The Bank of Japan maintained its policy rate at 0.25% during Friday's meeting. Although we still expect an additional rate...
Research Briefing
Lacklustre eurozone growth momentum looks unlikely to meaningfully pick up before the end of the year. Our GDP nowcasting models...
Research Briefing
The UK grew at an above-trend pace in H1 2024, but we don't expect this to be sustained over the...
Research Briefing
We now expect the Bank of Japan will implement an additional rate hike this year, possibly in October, given the...
Research Briefing
We estimate that Japan's nominal neutral interest rate – the rate consistent with monetary policy that is neither stimulative nor...
Research Briefing
At Wednesday's policy meeting, the Bank of Japan (BoJ) raised the policy rate to 0.25% without clear evidence of wage-driven...
Research Briefing
President Joe Biden's decision to drop out of the election doesn’t warrant any immediate changes to our election scenarios nor...
Research Briefing
At the July policy meeting, the Bank of Japan (BoJ) will reveal its plan for reducing JGB purchases over the...
The 2024 US Presidential Election is less than seven months away. In this week’s Beyond the Headlines, Bernard Yaros, Lead...
