Research Briefing
While recent economic developments support the notion that economies aren't heading into a major economic downturn, a global recession remains...
Monetary policy
Filter content
Type
Topic
Region
Industry
Service
Tag
Region
Displaying 1 to 20 of 334 results
Research Briefing
The failures of Silvergate Capital and Silicon Valley Bank have not changed our baseline forecasts for GDP growth, inflation, or...
Research Briefing
We think the collapse of Silicon Valley Bank (SVB) will be contained and is not a sign of systemic risks...
Research Briefing
Last week's liquidation of Silvergate Capital and the collapse of Silicon Valley Bank (SVB) have raised questions about the risks...
Aside from Malaysia's BNM meeting and a host of CPI data this week, the closely-watched "Two Sessions" political event will be held in China, trade data from China...
Research Briefing
We think the BoJ’s next governor, expected to be respected scholar Kazuo Ueda, will shift cautiously to a more orthodox policy framework...
Research Briefing
We've created a real-time indicator – the US Business Cycle Indicator (BCI) – to assess the health of economic activity....
Research Briefing
The Bank of Japan enhanced its funds-supplying operations in January, after widening the tolerance band for 10-year JGB yields in...
Research Briefing
Our 2023 growth forecast of 4.5% for China is still 6-tenths below the consensus’ 5.1%, owing to a more cautious...
Research Briefing
Our indicators suggest global economic sentiment is improving despite the impact of higher interest rates, geopolitical uncertainty, and the squeeze...
Research Briefing
Even without rate hikes, central banks' monetary policies can effectively tighten if the nominal neutral rate falls below the policy...
Research Briefing
In this new quarterly Research Briefing series, we answer the top five questions we've recently received from clients.
We think rapidly deteriorating demand and easing commodity prices will prompt the Czech National Bank (CNB) to start cutting rates at the end of Q2.
Research Briefing
The Bank of Japan maintained its monetary policy settings at today’s (18th Jan) meeting. At the same time, the BoJ...
Research Briefing
In December, the Bank of Japan surprised markets by widening the allowance corridor for the 10-year JGB yield target, aiming to fortify its Yield Curve Control policy. The shift effectively results in a tightening of monetary policy, although we think the impact on growth will be limited.
Research Briefing
The Czech National Bank (CNB) kept the policy rate unchanged at 7% for the fourth consecutive meeting today, in line...
Research Briefing
We doubt the surprise move from the Bank of Japan to expand the tolerance range for 10-year JGB yields to...
Research Briefing
The US economy will need a lot of luck to avoid a recession next year because the headwinds are about to intensify. We...
Consulting Report
Despite the Covid-19 pandemic, the German construction industry developed positively in 2020 and 2021 supporting the overall economy during the...
Research Briefing
The Federal Reserve knows that their mission to tame inflation isn’t complete, and odds are rising that the central bank...
