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Research Briefing

Why neutral rate estimates suggest BoJ hikes to 1.5%

Research Briefing

BoJ will need to do more because of fiscal expansion

Research Briefing

How far monetary normalization can go in Japan after today’s rate hike

Research Briefing

Housing affordability remains strained across US metros

Research Briefing

US Tariff Monitor – Going bananas over food prices

Research Briefing

Affordability is top of mind as US government shutdown ends

Research Briefing

Recent strength proves more enduring than expected

Research Briefing

Inflation and bond yield shocks in Europe affect RE returns the most

Research Briefing

Japan’s politics add uncertainty to BoJ policy outlook

Research Briefing

Rising unemployment creates headaches for the RBA in Australia

Research Briefing

Economy to take a breather after recent surge in Australia

Research Briefing

Long government shutdown could slow supply chains

Research Briefing

Coalition talks in the Czech Republic will determine the post-election outlook

Research Briefing

High uncertainty means a cautious the Bank of Japan

Eurozone economy

Research Briefing

Eurozone outlook 2025-26: A clearer path for Eurozone growth but tariffs will still bite

Research Briefing

Latin America outlook 2026: Growth will soften but be resilient to US tariffs

Research Briefing

US 2026 outlook: Economy will continue to navigate choppy waters

Research Briefing

UK Stagflation-lite as policy headwinds increase turbulence

Research Briefing

The US is winning the tariff battle, but could lose the global war

In The Media

Ghana inflation at four-year low signals another rate cut

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