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
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...
La entrada en vigor de los aranceles de Estados Unidos no ha generado grandes distorsiones en el dinamismo económico de...
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...
Research Briefing
The Bank of Japan kept its policy rate at 0.5% and announced its exit plan from quantitative easing at Tuesday's...
Research Briefing
Fed officials remain cautious amid rising inflation and ongoing policy uncertainty. The latest FOMC meeting highlights the challenges facing the...
Research Briefing
The scale of the US tariffs announced on April 2 suggests the economic impact on the Eurozone will be swift....
Research Briefing
Our sentiment data-based nowcast, developed with Penta, suggests UK employment growth has continued to slow in recent months.
Research Briefing
The Bank of Japan kept its policy rate at 0.5% at Thursday's meeting. Considering the significant downgrading of growth and...
Research Briefing
We've cut our GDP growth forecasts for Japan by 0.2ppts to 0.8% in 2025 and by 0.4ppts to 0.2% in...
Research Briefing
Research Briefing US Rolls Up Welcome Mat for International Travel Trump tariffs set to raise effective rate above 1930s levels.
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.50% at Wednesday's meeting, as expected. Despite a marginally higher...
Research Briefing
We have revised our CPI forecast upwards for this year and next, due to more persistent supply side-driven food inflation,...
Research Briefing
Eurozone growth in 2025 will rely on consumers. There were positive signs in H2 last year, with consumers starting to...
Research Briefing
The Federal Reserve's policy strategy review is likely to codify what officials are already doing in practice – regular inflation...
Research Briefing
Rate cuts by the European Central Bank over the course of 2025 may not boost growth to the same degree...
Webinar
Chinese policymakers have doubled down in recent months in signalling a strong policy response to the economy’s domestic and external...