Research Briefing
We assume the disruption to shipping caused by maritime attacks on commercial vessels in the Red Sea will be relatively...
Rate cuts
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Research Briefing
The Indian economy has been more resilient than expected in 2023, but we believe the slowdown has only been postponed...
Research Briefing
The economy is weakening, but the incoming data are consistent with a slowdown rather than a technical recession.
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
We forecast no rate cuts by the Fed up to and including the July meeting, while the market prices 72bps....
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
Businesses are increasingly hoping for early policy rate cuts to counter the potential fallout from banking system strains. Compared 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...
Research Briefing
The Czech National Bank again kept the policy rate unchanged at 7% for a sixth consecutive time at the meeting today. This was...
