Research Briefing
The Bank of Japan (BoJ) maintained the policy rates at its September meeting, following a tweak in its yield curve...
Monetary policy
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Displaying 1 to 20 of 359 results
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...
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...
