Research Briefing
The Bank of Japan stuck to its monetary policy at today’s (17 June) meeting, maintaining current short-term policy rates at -0.1% and long-term rates...
Research Briefing
The Bank of Japan stuck to its monetary policy at today’s (17 June) meeting, maintaining current short-term policy rates at -0.1% and long-term rates...
Research Briefing
Treasury yields rocketed higher and the curve flattened sharply last week as rate hike expectations jumped. The 2-year yield jumped...
Research Briefing
We forecast the renminbi to weaken close to CNY7/US$ before a rebound in 2023, assuming China moves beyond its zero-Covid...
Research Briefing
The quantitative easing (QE) programmes undertaken by the leading global central banks since the global financial crisis (GFC) have changed...
Private new capital expenditure fell 0.3% q/q in Q1 2022, led lower by a fall in buildings and structures investment. The weak result is in...
Research Briefing
Australia's terms of trade (the ratio of export prices to import prices) increased sharply through the pandemic due to a...
Research Briefing
Households' financial surpluses sharply increased in 2020 and remained high in 2021 due to the Covid pandemic. Most of the...
Brochure
Back to Resource Hub Brochure Global Risk Service Brochure Whether you are involved in foreign investment, cross-border trade or supply...
Brochure
Back to Resource Hub Brochure Banking Sector Risk Tool Brochure Systemic banking crises can strike any type of economy and...
The RBA has opted to raise the cash rate target to 0.35%. For some time, the RBA identified faster wage growth...
Research Briefing
Amid a sharp depreciation of the yen, now at a 20-year low against the US dollar, financial markets have focused on the BoJ's possible adjustment to its...
The new US Real Estate Economics Service helps companies understand the implications of macroeconomic, geopolitical, financial and climate change on...
Research Briefing
We think the positive correlation between bond and equity returns will last as long as positive inflation shocks are cost-push...
Consulting Report
Investors in private markets can benefit from geographic diversification to help minimize their specific market downside risks, to participate in...
Research Briefing
Eurozone financial conditions have tightened abruptly since the start of the Ukraine war, supporting our caution on near-term growth. Unless...
Research Briefing
The war between Russia and Ukraine continues to dominate headlines and financial markets. The daily news flow coming out of...
Research Briefing
The recent economic indicators have been giving somewhat mixed messages about London’s economy. Taken as a whole they point to...
Research Briefing
Despite the economic headwinds and much increased uncertainty stemming from the Russian invasion of Ukraine the ECB decided to accelerate...
Research Briefing
The National Bank of Poland (NBP) hiked its policy rate by 75bps at yesterday's meeting, bringing it to 3.5%. Although...
Research Briefing
Following Russia’s invasion of Ukraine, the US and EU announced harsh new sanctions, including banning some Russian banks from SWIFT...