Research Briefing
The European Central Bank's updated monetary policy framework retains key advantages of the previous system and in our view is...
Monetary policy
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Displaying 1 to 20 of 266 results
Research Briefing
Our analysis of Banxico's reaction function reaffirms our forecast that the policy rate will end the year at 8.25% –...
Research Briefing
The Bank of Japan (BoJ) decided to end its negative interest rates policy and set the target band for the overnight market rate at...
Research Briefing
The Nordic economies will have a better 2024 than last year, but growth rates will diverge across the region. The...
Research Briefing
Our sentiment data suggests that the ECB's worries about sticky inflation driven by strong wage growth are misplaced. The sentiment...
Research Briefing
Markets appear to be increasingly converging with our forecast that the Bank of Japan will abolish its negative interest rate...
Research Briefing
We remain steadfast on our long-standing heavy overweight in New Zealand government bonds within our global DM fixed income allocations.
Research Briefing
Emerging market (EM) central banks' credibility to restrain inflation over the medium-term horizon remains intact despite the tests it's been...
Research Briefing
We forecast UK GDP growth will average 1.5% a year over the medium-term. Though strong inward migration will continue to...
Research Briefing
Presidential elections not only have major implications for the future path of fiscal policy and the macroeconomic outlook, but they...
Research Briefing
Disruption to shipping through the Red Sea now looks likely to keep transport costs elevated at least for the next...
Research Briefing
The Bank of Japan left both short-term and long-term policy rates unchanged at Tuesday's meeting as widely expected. The BoJ...
Research Briefing
The odds of a recession have declined over the past several months because of a strong labor market, a deceleration...
Research Briefing
The UK inflation outlook has been transformed by steep falls in oil and gas prices and the recent softening in...
Research Briefing
Ahead of this spring's Two Sessions, we expect officials to realistically stake their growth target at around 4.5% in 2024...
We are unconvinced that recent measures mark a turning point in China's housing downturn and the resulting banking system is...
Research Briefing
Following a year of subdued global growth in 2023, we think a further softening of economic conditions is likely next...
Research Briefing
Indonesia's domestic demand has proved surprisingly resilient to monetary tightening in 2023, prompting multiple upgrades to our growth forecast this...
Research Briefing
The rapid surge in interest rates will continue to weigh on the Nordic economies next year with little external support,...
Research Briefing
We are unconvinced that recent measures mark a turning point in China's housing downturn, just as we were cautious of...
