One of China's longer term economic challenges has been its ability to transition successfully away from an investment-led growth model...
Monetary policy
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As Emerging Market (EM) resilience has impressed, and stagflation fears have eased, we have seen some reassuring signs on the...
Research Briefing
Our in-house financial conditions index reveals that while overall conditions are tight compared to pre-pandemic levels, Asia's financial conditions have been improving thanks to central banks' pause in rate hikes,...
Our latest research has focused on what the most extreme and persistent inflation overshoot of the inflation targeting era means...
Research Briefing
We estimate that the ECB's job of taming elevated inflation will feature an unfavourable trade-off due to the uneven sectoral...
Research Briefing
The Bank of Japan (BoJ) left short-term policy rates at -0.1% and long-term rates at around 0% at today's policy meeting. With...
Research Briefing
We now expect Bank Indonesia to start cutting the policy rate in Q4 2023, earlier than our previous expectation of Q1...
Research Briefing
In view of the surprise PBOC cut to the 7-day reverse repo rate, we now anticipate more rate cuts in...
Research Briefing
Monetary policy is at a critical juncture. After decades of low and stable inflation, the seismic supply adverse shocks and...
The RBA has raised its cash rate target by a further 25 basis points, taking it to 4.1%. Although inflation has peaked, the...
After stalling in Q4, the Canadian economy likely grew modestly in Q1. Labour markets have also shown impressive resilience, with...
Research Briefing
Eurozone central banks became unprofitable last year, and near-term operational losses are likely to persist as banks exit the accommodative...
Research Briefing
There are four ways Treasury can avoid a near-term default on any of its obligations: Democrats and Republicans reach a...
Research Briefing
The Bank of Japan (BoJ) left monetary policy unchanged at its first meeting under Governor Kazuo Ueda. Lower global yields...
Research Briefing
As expected, the Bank of Canada (BoC) held the target for the overnight rate steady at 4.5% in April and...
Research Briefing
The Czech National Bank again kept the policy rate unchanged at 7% for a sixth consecutive time at the meeting today. This was...
Research Briefing
The failure of Silicon Valley Bank and other stresses in the global banking system have triggered a sharp repricing in...
Research Briefing
The ECB sent a clear and balanced message at its meeting this week despite the heightened market stress caused by...
Research Briefing
We expect the Philippines' 10-year government bond yield to trend down in 2023-2024, after rising continuously since Q3 2020.
Research Briefing
At Governor Kuroda's final policy meeting, the Bank of Japan (BoJ) left short-term policy rates at -0.1% and long-term rates at around 0%. Despite mounting...
