Research Briefing
A combination of recession on the horizon, high inflation forecasted for the short term and rapid central bank tightening is...
Research Briefing
A combination of recession on the horizon, high inflation forecasted for the short term and rapid central bank tightening is...
Research Briefing
The minutes from the July ECB meeting, when the bank ended the period of the negative interest rates in the...
Research Briefing
The July Global Risk Survey was conducted at a time when central banks in major economies were sharply raising policy...
Research Briefing
As expected, the FOMC delivered its second consecutive 75bps rate hike, lifting the target range for the federal funds rate...
Research Briefing
The ECB's decision to hike rates, abandon forward guidance and introduce an anti-fragmentation tool appear to reflect a balancing act...
Research Briefing
The BoJ's quarterly Outlook Report revised up the median CPI forecast to 2.3% from 1.9% for FY2022, but estimates for FY2023 at 1.4% and FY2024 at 1.3% remain short of the BoJ's 2% target.
Research Briefing
A consumer recession is almost inevitable in Chile and Colombia due to overheating domestic demand combined with the need to...
Research Briefing
Increased borrowing costs are raising corporate default fears in the US, but we believe higher interest rates alone won't be...
Research Briefing
We expect eurozone services prices to continue to rise sharply over the summer as the sector's recovery progresses. The ECB...
Research Briefing
Memories of the inflationary tsunami that hit the UK in the 1970s have been rekindled by inflation surging to a...
Research Briefing
The ground has shifted and cheap budget funding in frontier markets is a thing of the past. In the current...
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 global economic environment has shifted with international price inflation surging, monetary conditions being aggressively tightened, and a number of...
Research Briefing
As expected, the ECB council agreed to end the era of nonstandard monetary policy measures by September as it gears...
Research Briefing
The scale of the increases in debt costs, coupled with the low-yielding environment makes some repricing highly likely for gateway...
Research Briefing
Our analysis suggests a 10% correction is needed on average for the major office markets in Europe to compensate for...
Research Briefing
Residential real estate markets globally performed strongly over 2020 and 2021 and Australia was no exception. Low borrowing costs, grant...
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...
Research Briefing
The strong performance of the Australian economy over the past six months has led to a sizeable revision of Treasury's...
Research Briefing
Reinvestments from the ECB's asset purchase programmes, a key monetary policy instrument going forward, could offer important support for smaller...