Research Briefing
While Kevin Warsh, the Trump administration's nominee for Federal Reserve chair, was a more hawkish member of the Federal Open...
Financial markets
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Displaying 1 to 20 of 653 results
Research Briefing
The ruling Liberal Democratic Party's (LDP) landslide election victory on Sunday doesn't change our expectation of a primary fiscal deficit...
Recent developments such as rising US isolationism and the AI investment boom could materially change long-term growth prospects. In this...
Research Briefing
In our upcoming February forecast update, we'll stick to our expectation of a primary fiscal deficit of 2%-3% of GDP...
Research Briefing
Despite the new government's 2026 budget being slightly more timid than anticipated, we don't plan major changes to our outlook....
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.75% at its January meeting. Although our current baseline expects...
Research Briefing
Japanese government bond yields have surged over the past few weeks. Here, we answer the most frequently asked questions about...
Research Briefing
We think the Czech 10-year bond yield is on track to breach 5% in the coming months, as the markets continue to price in the...
Research Briefing
Midterm voters seem to form their opinion around the economy in the summer and fall. How the economy, and especially...
Research Briefing
Gilt yields are expected to ease over the coming years, but higher term premia, fiscal pressures, and shifting investor demand...
Research Briefing
The Bank of Japan raised its policy rate by 0.25ppts to 0.75% at its meeting on Friday, which the dovish...
Research Briefing
We're raising our forecast for light vehicle sales to 15.7mn next year to reflect improving affordability, the new-car loan interest...
Research Briefing
Sino-African relations have improved following Trump’s protectionist tilt. Next year, those relations will start showing strain as African industrialisation efforts...
As many corporates finalize their 2026 budgets and plans, we'll share our latest forecasts for the global economy, key sectors,...
Research Briefing
We've changed our fiscal outlook for Japan in our December forecast round. We now expect the new government to set...
Research Briefing
Black and Hispanic households have experienced more inflation than other groups since the reopening of the economy from the pandemic...
Webinar
We expect 2026 to be another challenging year for the UK economy, with our GDP forecast being towards the bottom...
An epic burst of capex from the tech sector to build AI and related infrastructure has driven a pick-up in...
Research Briefing
We expect this holiday shopping season to be the strongest in four years, but it will be disproportionately driven by...
Consulting Report
Low-income countries could unlock $75T in annual gains through AI, energy access, and finance narrowing global living standard gaps and...
