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Japan’s low-leverage economy should withstand rate hikes

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European chemicals won the quarter, not the war

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The Fandom Effect: Sports Urbanism 2026

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Research Briefing

Japan Key themes 2024 – Will wage-led inflation gain momentum?

Inflation will likely decelerate in 2024 as the impact of imported inflation wanes. We expect the Bank of Japan will...

Research Briefing

BOJ’s surprise move unlikely to mark start of tightening cycle

We doubt the surprise move from the Bank of Japan to expand the tolerance range for 10-year JGB yields to...