Research Briefing
Related Posts Takaichi’s big win doesn’t affect the fiscal outlook for Japan The ruling Liberal Democratic Party’s (LDP) landslide election...
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Research Briefing
Some market participants are raising concerns over a fall in demand for US Treasuries from Japanese investors amid higher domestic...
Research Briefing
Close observers of the economy this week had to digest a bevy of indicators that provided mixed signals on the...
Research Briefing
The minutes from the April 30-May 1 meeting of the Federal Open Market Committee were uneventful, which is not surprising...
Consulting Report
Lending to SMEs by Funding Circle supported a £6.9 billion contribution to UK GDP, sustained over 95,800 jobs, and was...
Research Briefing
The Monetary Policy Committee voted to keep Bank Rate at 5.25% at May's meeting, but it also sent a clear...
Research Briefing
The Federal Reserve will likely signal next week that its confidence that inflation is on a sustained path to 2%...
Research Briefing
Our baseline forecast for policy rates is consistent with central bankers continuing to focus almost exclusively on inflation. Their laser-like...
Research Briefing
The outlook for the global economy has improved since the previous quarter’s Global Scenarios Service report and a soft landing...
Research Briefing
After getting carried away at the turn of the year with the likely extent of Federal Reserve rate cuts in...
Research Briefing
As expected, the BoJ maintained its policy rate at 0%-0.1% at Friday's meeting. With more confidence on the ongoing wage-driven...
Research Briefing
Our sentiment data, developed with Penta, suggests that UK private sector wage growth slowed sharply in March and early-April. If...
Research Briefing
Odds are that there will not be anything from the upcoming meeting of the Federal Open Market Committee that would...
Research Briefing
We forecast Bank Indonesia will start cutting its policy rate in Q2, which will provide a cyclical tailwind for credit...
Research Briefing
We now project that the Bank of Japan will start to raise its policy rate next spring assuming another robust...
Research Briefing
We think the Riksbank will cut rates in May, before the Federal Reserve and the European Central Bank do so....
Research Briefing
We modeled two scenarios in which former President Donald Trump returns to the White House and Republicans gain full control...
Research Briefing
The strength of the labor market and lingering worries about inflation among Federal Reserve officials have led us to push...
This year is set to be a turning point for commercial property markets in the US. A gradual easing in...
Despite the upgrade to our global economic outlook since December 2023, the Q1 update of our IFRS 9 and CECL...
