Research Briefing
The Bank of Japan raised its policy rate by 0.25ppts to 0.75% at its meeting on Friday, which the dovish...
Monetary policy
Filter content
Type
Topic
Region
Industry
Service
Tag
Region
Displaying 1 to 20 of 359 results
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....
We've brought forward the timing of the next Bank of Japan (BoJ) 25bps rate hike to December from next year...
Research Briefing
At its monetary policy meeting on Friday, the Bank of Japan (BoJ) unexpectedly announced it would start to sell its...
Research Briefing
Labor market conditions loosen, prompting an earlier Fed rate cut
Research Briefing
Large primary deficits make for a concerning fiscal outlook
Research Briefing
France's fragile coalition government looks set to lose a confidence vote scheduled on September 8. Consequently, Prime Minister François Bayrou's...
Research Briefing
We still expect the Bank of England to cut Bank Rate by 25bps again in November, despite August's unexpectedly tight...
Research Briefing
The Bank of Japan kept its policy rate at 0.5% at its July meeting. We continue to think the BoJ...
Research Briefing
The Bank of England's Monetary Policy Committee has delivered 100bps of rate cuts since its easing cycle began in August...
Research Briefing
We estimate that the US's effective tariff rate on Japanese products is around 17%, in line with our baseline assumption....
Research Briefing
The ruling Liberal Democratic party (LDP) and its partner Komeito lost their majority in Japan's upper house elections on July...
The Bank of England’s new BCST stress test introduces a recalibrated approach to measuring financial resilience in reflecting IFRS 9...
Research Briefing
Our scenario analysis reveals a partial shutdown of the Strait of Hormuz by Iran would push the Japanese economy into...
Economic growth across most of the region has been mostly undisturbed by the start of US tariffs. Resilient domestic demand...
