Research Briefing
Emerging market (EM) GDP growth will disappoint next year but EM central banks will reap the dividends of credible policies...
Monetary policy
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Research Briefing
Inflation will likely decelerate in 2024 as the impact of imported inflation wanes. We expect the Bank of Japan will...
Research Briefing
Growth in most LatAm economies will be below consensus. Economic momentum has surprised to the upside through most of 2023,...
Research Briefing
The UK's house price correction has been mild so far and recent data has indicated the market may be more...
Research Briefing
More market participants appear to have become confident that the wage-driven inflation is real, which will encourage the Bank of...
Research Briefing
With the US Fed expected to remain on hold for a prolonged period, rate decisions in Asia are likely to...
Research Briefing
The chip sector is profoundly important in some Asian countries, given their role in the global semiconductor supply chain. As...
Research Briefing
We expect weak consumer spending in the eurozone to persist throughout 2023 and into early 2024. Consumption has mainly been...
Consulting Report
The Global Valve and Actuator Market Outlook report produces market forecasts for over 80 countries, over 30 end-use sectors and...
Research Briefing
The Monetary Policy Committee voted to keep Bank Rate at 5.25% at November's meeting. The lack of significant news on...
Research Briefing
The Bank of Japan (BoJ) left short- and long-term policy rates unchanged at -0.1% and around 0%, respectively, at the...
Research Briefing
The People’s Bank of China has leaned against persistent renminbi weakness by consistently fixing the currency on the stronger side in recent months. Amid this heavy currency intervention, however, we don’t think there’s...
Research Briefing
We have revised our forecasts up for bond yields in the long term by 50bps in the US and UK and by 20 to 25 bps in Japan and Germany....
Research Briefing
Our growth outlook for Latin America is lower than the IMF's forecasts, published today. A key area of difference is...
Research Briefing
Despite the importance of returns on private wealth for long-term investors – be they households, asset managers, or pension funds...
Research Briefing
The Bank of Japan (BoJ) maintained the policy rates at its September meeting, following a tweak in its yield curve...
Research Briefing
More than half of the African countries that we cover grapple with various degrees of debt distress, face unsustainable debt...
Research Briefing
The impact of past policy tightening, the reduced availability of credit, and high (though moderating) inflation are creating a subdued near-term environment for global industry.
Research Briefing
Most measures of inflation expectations eased in recent months, with the notable exceptions not as bad as they look. This...
Research Briefing
Despite today's (28th July) surprise tweak to YCC policy, we continue to believe that Governor Ueda is determined to avoid...
