Research Briefing
In this new quarterly Research Briefing series, we answer the top five questions we've recently received from clients.
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Research Briefing
In this new quarterly Research Briefing series, we answer the top five questions we've recently received from clients.
Research Briefing
Long-term forward rates have risen markedly in the US, eurozone, and UK over the past year, and now stand well...
Our baseline economic outlook now assumes a mild US recession beginning in the second quarter of 2023. Despite recent moderation,...
Research Briefing
We expect Hong Kong's housing prices to stabilise in 2023, following a 15% peak-to-trough decline.
Research Briefing
The energy crisis has provoked a fundamental rethink of nuclear energy across Europe and many governments are now committing to...
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
Supply-chain stress continues to recede, boding well for inflation and lending some upside risk to our near-term growth outlook.
Research Briefing
Though our baseline forecast this year is a shallow global recession in the first half of the year the uncertainty...
Research Briefing
Major shocks over the past two years have prompted US manufacturing firms to rethink their supply chains, with greater inventory...
Research Briefing
House prices have fallen rapidly in several economies over recent months and more pain looks likely in 2023.
Research Briefing
The latest Beige Book revealed an economy that on balance was treading water heading into 2023.
Research Briefing
China is confronting the impact of a profound demographic shift on labour force growth and the economy, after official data...
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
While China's sooner-than-expected reopening has led some to pencil in a more robust rebound in 2023, we are more cautious....
Research Briefing
Black Friday sales are becoming a larger part of the retail landscape. In recent years, consumers are increasingly delaying purchases...
Research Briefing
China’s late December announcement to reopen its borders in January 2023 came as a surprise to the international community and...
Research Briefing
Inflation in Asia over the past year has by and large been a story of external supply shocks, rather than...
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
A couple more rate hikes from the RBA are anticipated early this year, lifting the cash rate target to a...
Research Briefing
Financial conditions have deteriorated across ASEAN-5 economies to varying degrees. As well as monetary tightening, a broad depreciation of currencies...