Research Briefing
Oil prices are pulling back, but inflation pressures and weakening demand are starting to build. Is this just temporary relief,...
Monetary policy
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Displaying 1 to 20 of 335 results
Still sluggish domestic demand, the recently-concluded ‘Two Sessions’, and an ongoing Middle Eastern conflict all point to the need for...
Research Briefing
Energy prices are pushing inflation higher in the UK and Eurozone, undermining the idea that central banks can simply look...
Research Briefing
Our January PCE nowcast points to a slightly stronger monthly gain than seen in the CPI report, with headline PCE...
Research Briefing
RESEARCH BRIEFING Stage set for strong Q4 GDP print despite slowdown in trade in Australia Government spending drives Q4 growth...
Research Briefing
We've raised our terminal rate assumption for the Bank of Japan to 1.5% from 1% in February. This reflects changes...
Research Briefing
While Kevin Warsh, the Trump administration's nominee for Federal Reserve chair, was a more hawkish member of the Federal Open...
Research Briefing
While we mostly agree with Federal Reserve Chair nominee Kevin Warsh's argument that the economy is in a supply-side expansion...
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
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
The data released over the past week don't warrant changes to our latest baseline forecast for growth to improve this...
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
Black and Hispanic households have experienced more inflation than other groups since the reopening of the economy from the pandemic...
Research Briefing
The recent geopolitical shocks and abrupt US policy shifts have heightened concerns about the stability of the dollar-centric global financial...
Research Briefing
The end of the government shutdown did not alter the broader economic trajectory, but it did create a sharp swing...
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.5% at its October meeting, after a 7-2 majority vote....
Research Briefing
We expect Nordic GDP growth to outperform the Eurozone in 2026, driven by expansionary fiscal policy and higher consumer spending....
