Research Briefing
Monetary policy is at a critical juncture. After decades of low and stable inflation, the seismic supply adverse shocks and...
Monetary policy
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Research Briefing
Q1 global industrial activity surprised to the upside, as the impact of tighter monetary policy across numerous economies was offset...
After stalling in Q4, the Canadian economy likely grew modestly in Q1. Labour markets have also shown impressive resilience, with...
Research Briefing
New research by Oxford Economics suggests that construction materials prices have shifted permanently higher due to the shocks of the...
Research Briefing
After a choppy first quarter of GDP data, our novel Activity Trackers (which incorporate proprietary daily sentiment data from Penta)...
Research Briefing
We believe the most significant policy measures to come through in the budget for residential building are the announced tax...
Research Briefing
The Treasury announced its full acceptance of findings and recommendations in the latest release of the independent review of Inland...
Research Briefing
The Bank of Japan (BoJ) left monetary policy unchanged at its first meeting under Governor Kazuo Ueda. Lower global yields...
Research Briefing
We expect the Philippines' 10-year government bond yield to trend down in 2023-2024, after rising continuously since Q3 2020.
Research Briefing
We forecast the Mexican peso will appreciate by 4.9% in 2023 to an average of 19.2/US$, up from 20.2/US$ last...
Research Briefing
Cost and availability of financing are critical to the health of construction markets. With interest rates at historically low levels...
Research Briefing
At Governor Kuroda's final policy meeting, the Bank of Japan (BoJ) left short-term policy rates at -0.1% and long-term rates at around 0%. Despite mounting...
Research Briefing
The failure of two US banks caught financial markets by surprise but we believe the macroeconomic implications are minor and...
Research Briefing
While recent economic developments support the notion that economies aren't heading into a major economic downturn, a global recession remains...
Research Briefing
We think the BoJ’s next governor, expected to be respected scholar Kazuo Ueda, will shift cautiously to a more orthodox policy framework...
Research Briefing
Our 2023 growth forecast of 4.5% for China is still 6-tenths below the consensus’ 5.1%, owing to a more cautious...
Research Briefing
A cautious 2023 budget amid the need to stabilize government finances post pandemic means that fiscal policy won't be able...
Research Briefing
Supply chain stress fell at the beginning of the year and further easing is likely due to weaker domestic and...
Research Briefing
Even without rate hikes, central banks' monetary policies can effectively tighten if the nominal neutral rate falls below the policy...
Research Briefing
In this new quarterly Research Briefing series, we answer the top five questions we've recently received from clients.
