Webinar Eurozone outlook: A clearer path ahead but don’t expect fireworks
Inflation
Are we now stuck in a high inflation world? Temporarily high inflation has lasted for longer than anyone predicted and inflation is set to rise further from here. Might we have actually entered into a new, higher, regime for inflation? Find out more about our GDP inflation forecast.
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Displaying 1 to 20 of 504 results
Research Briefing
The reversal of tariff-related front-loading pressures continues to offer relief to our supply-chain stress index.
Webinar
The US consumer is a big source of uncertainty for 2026 corporate plans. Will inflation undermine purchasing power, driving significant...
Research Briefing
The Bank of Japan kept its policy rate at 0.5% at its July meeting. We continue to think the BoJ...
Following years of underinvestment, pressure from the US and a new NATO spending target, European economies are gearing for a...
Research Briefing
Our scenario analysis reveals a partial shutdown of the Strait of Hormuz by Iran would push the Japanese economy into...
Research Briefing
We think the damage from US tariffs on Eurozone consumer spending will be relatively mild. This is crucial for the...
Research Briefing
The Bank of Japan kept its policy rate at 0.5% and announced its exit plan from quantitative easing at Tuesday's...
Research Briefing
The One Big Beautiful Bill Act could boost GDP over the next two years, with new tariffs helping to steady...
Research Briefing
Fed officials remain cautious amid rising inflation and ongoing policy uncertainty. The latest FOMC meeting highlights the challenges facing the...
Research Briefing
Our proprietary Eurozone Supply Stress Indicator shows that supply stress is still low, even after the US tariff announcement on...
EventIn Person
Event 世界経済見通しとリスク：トランプ2.0が迫る経済パラダイムの転換 5th June 2025 – 3:30pm to 5:00pm 東京都千代田区大手町1-4-1 （株式会社国際協力銀行 9F講堂） 世界経済見通しとリスク：トランプ2.0が迫る経済パラダイムの転換 Global Outlook and Risks – How Trump 2.0...
Research Briefing
The Bank of Japan kept its policy rate at 0.5% at Thursday's meeting. Considering the significant downgrading of growth and...
Research Briefing
We've cut our GDP growth forecasts for Japan by 0.2ppts to 0.8% in 2025 and by 0.4ppts to 0.2% in...
Research Briefing
Our bottom-up framework of how imports feed into consumer spending identifies where we expect the largest tariff impacts.
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.50% at Wednesday's meeting, as expected. Despite a marginally higher...
Research Briefing
We have revised our CPI forecast upwards for this year and next, due to more persistent supply side-driven food inflation,...
Research Briefing
Tariffs typically result in a one-off rise in the level of prices.
Research Briefing
A North American trade war unfolded in dramatic fashion this week.
Research Briefing
We previously identified four core megatrends – demographics, technology, institutions, and globalisation – as the key drivers shaping the long-term outlook.
