Research Briefing
The UK's house price correction has been mild so far and recent data has indicated the market may be more...
Monetary policy
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Displaying 1 to 20 of 347 results
Research Briefing
More market participants appear to have become confident that the wage-driven inflation is real, which will encourage the Bank of...
Research Briefing
With the US Fed expected to remain on hold for a prolonged period, rate decisions in Asia are likely to...
Research Briefing
We expect weak consumer spending in the eurozone to persist throughout 2023 and into early 2024. Consumption has mainly been...
Research Briefing
The Office for National Statistics' (ONS) recent decision to suspend publication of data from the Labour Force Survey (LFS) has...
Research Briefing
The Monetary Policy Committee voted to keep Bank Rate at 5.25% at November's meeting. The lack of significant news on...
Research Briefing
The Bank of Japan (BoJ) left short- and long-term policy rates unchanged at -0.1% and around 0%, respectively, at the...
Research Briefing
We have revised our forecasts up for bond yields in the long term by 50bps in the US and UK and by 20 to 25 bps in Japan and Germany....
Research Briefing
The Bank of Japan (BoJ) maintained the policy rates at its September meeting, following a tweak in its yield curve...
Research Briefing
Most measures of inflation expectations eased in recent months, with the notable exceptions not as bad as they look. This...
Research Briefing
Despite today's (28th July) surprise tweak to YCC policy, we continue to believe that Governor Ueda is determined to avoid...
Central banks may be nearing the end of the rate hiking cycle, but does that mean it is a good...
Advanced economy central banks have received a lot of criticism for their policy decisions over the past two or three...
One of China's longer term economic challenges has been its ability to transition successfully away from an investment-led growth model...
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...
