Focused Thinking

EMEA

Japan in focus

No Longer an Outlier

Ten ways the Japanese economy is moving toward greater alignment with other developed economies.

4 min read | June 2025

Central Banks

What's on the Horizon for the Global Economy?

Our weekly updated overview highlights the key releases of global economic market data from around the globe and provides an economic outlook for 2025 by region.

3 min read | June 2025

Japan in focus

The Era of Disappearing Shares

The number of outstanding shares in the Japanese equity market is decreasing as the unwinding of cross-shareholdings continues.

3 min read | May 2025

Economics

Macro and Micro Evidence of the Tariff Impact

Evidence suggests US import frontloading is benefitting many Asian economies, especially in electronics, but soft data are signaling weakness ahead

2 min read | May 2025

Economics

US-China Trade Deal Only Slightly Improves US Economic Outlook

While the larger than expected reduction in reciprocal tariffs and 90-day freeze offers a temporary respite in US-China tensions, the 10% tariff floor and sluggish negotiations with other trading partners suggest the broader trade landscape remains challenging.

3 min read | May 2025

Economics

US: Forecasting the Tariff Impact on Inflation

The cost pressure from tariffs is likely to push up the prices of both imported finished goods and domestically produced goods through the supply chain. We use an Input-Output table analysis to estimate the magnitude and composition of the cost-push shock.

4 min read | May 2025

Economics

Impact of the US Tariff Shock

Liberation Day tariffs to have different effects on different parts of the world

5 min read | April 2025