Research Briefing
The Bank of Japan (BoJ) left short- and long-term policy rates unchanged at -0.1% and around 0%, respectively, at the...
Monetary policy
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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...
Research Briefing
We expect eurozone house prices will continue to slide through 2023 following back-to-back declines in Q1 2023 and Q4 2022....
As Emerging Market (EM) resilience has impressed, and stagflation fears have eased, we have seen some reassuring signs on the...
Research Briefing
Our in-house financial conditions index reveals that while overall conditions are tight compared to pre-pandemic levels, Asia's financial conditions have been improving thanks to central banks' pause in rate hikes,...
Our latest research has focused on what the most extreme and persistent inflation overshoot of the inflation targeting era means...
Research Briefing
Digitalisation is enabling a manufacturing-led approach to buildings and infrastructure—we must embrace it to deliver a net zero future.
Research Briefing
We estimate that the ECB's job of taming elevated inflation will feature an unfavourable trade-off due to the uneven sectoral...
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
The Bank of Japan (BoJ) left short-term policy rates at -0.1% and long-term rates at around 0% at today's policy meeting. With...
Research Briefing
We now expect Bank Indonesia to start cutting the policy rate in Q4 2023, earlier than our previous expectation of Q1...
Research Briefing
In view of the surprise PBOC cut to the 7-day reverse repo rate, we now anticipate more rate cuts in...
