Research Briefing
Australia’s remarkably strong economic performance since the onset of the pandemic has led to a marked revision to the budget...
Monetary policy
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Displaying 1 to 20 of 347 results
Research Briefing
The Canadian economy will get a significant fiscal stimulus boost as it emerges from the coronavirus crisis. We see the...
In his recent blog post, James Nixon argued that the exit from the current round of pandemic-driven QE may be...
Research Briefing
Our thorough analysis of inflation risks shows that Mexico should be the first to join Brazil in the rate-hiking club...
Research Briefing
At May’s MPC meeting the committee revised up its forecast for GDP growth in 2021 significantly and laid out its...
As the Australian economy recovers from the COVID-19 recession, we are at a critical juncture in policy in Australia. Policy...
Research Briefing
Reflecting recent positive developments, we think the MPC will vote unanimously to keep policy on hold in its May meeting. It...
Research Briefing
The budget deficit blew out in FY20 and will widen further in FY21 due to thegovernment’s efforts to cushion the...
Research Briefing
Since the start of the pandemic, eurozone countries have been able to relax fiscal policy without worrying about the eurozone’s...
Research Briefing
While we expect broad US dollar strength in the rest of 2021, we still seemodest gains in the Korean won...
The financial market volatility that has already marked the early stages of the COVID-19 economic recovery underscores how much the...
Research Briefing
The US Recovery Tracker rose 0.8ppts to 89.1 in the week ended April 2, the sixth straight rise. Another week...
Research Briefing
Could fiscal stimulus lead to economic overheating? Our assessment suggests that while that’s a risk, it’s not a foregone conclusion,...
Research Briefing
While many commentators have been calling for a US dollar collapse, we believe the greenback will have a lot of...
Research Briefing
Our recovery tracker indicator has continued to improve through 2021 after a seasonal dip in January. The tracker has reached...
Over the past thirty years Richard Nixon’s famous comment “we are all Keynesians now” could hardly have rung more hollow....
Sarah Hunter, Chief Australian Economist at BIS Oxford Economics joins Shaun Roache from S&P Ratings on this Australian Securitisation Forum...
According to our new overlapping generations model, the Eurozone is stuck in secular stagnation leaving the ECB unable to hit...
This week the Banco Central do Brasil (BCB) lowered the Selic rate to 2.00%. Although our baseline scenario is for...
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