Research Briefing
The rate hikes we expect over the next few months are unlikely to derail Japan’s economy from its modest but...
Research Briefing
The rate hikes we expect over the next few months are unlikely to derail Japan’s economy from its modest but...
Research Briefing
The UK housing market faces stagnation with low transactions and flat prices, while borrowers may see rising mortgage costs ahead....
Renewed disruption to Middle East energy supplies and a more hawkish turn from central banks have darkened the outlook just...
Consumer spending showed unexpected strength in Q2, but challenges ahead may impact future growth. Explore insights on spending trends and...
Research Briefing
Student loan policy changes are set to impact borrowers' finances, affecting spending habits and introducing new repayment plans for assistance.
Research Briefing
The Federal Reserve's tilt toward a more hawkish stance under Governor Kevin Warsh has revived debate on "bullish rate hikes"....
Escalating oil supply disruptions in the Middle East are reshaping economic forecasts and prompting central banks to reconsider their strategies.
Research Briefing
The Bank of Japan raised its policy rate to 1.25%from 1% today. We expect the BoJ will hike again in...
Research Briefing
We've treated Asia’s external strength with some caution this year. After all, gross trade and financial inflows have risen much...
Research Briefing
We now expect the Bank of Japan (BoJ) will raise its policy rate in September and December this year and...
US-Japan coordinated FX intervention will likely have a longer lasting effect compared with past unilateral interventions but it still will...
The Bank of Japan (BoJ) kept its policy rate at 1% at Friday’s meeting, as expected. We continue to project...
Research Briefing
Food inflation in the Eurozone is projected to remain stable in the near term, but rising commodity prices and climate...
Research Briefing
Explore insights on the balanced labor market, productivity growth, and the Federal Reserve's interest rate outlook amidst evolving economic conditions.
The Bank of Japan (BoJ) raised its policy rate from 0.75% to 1% on June 16 despite the uncertainty around...
Research Briefing
Despite the continued uncertainty around the Middle East conflict, we now expect the Bank of Japan (BoJ) to raise its...
Research Briefing
The global investment growth trend is still weak, with G7 capital spending expected to rise just 2% this year.
Research Briefing
The Federal Reserve is considering a balance sheet reduction, facing challenges that could impact financial stability and funding markets.
Research Briefing
The US-Israel war with Iran reinforces a long-standing narrative but rewrites a few key chapters.
Research Briefing
Yields may rise as inflation and geopolitical tensions persist, despite any short-term relief