Tag name: Central Banks
Japan’s Ruling Coalition Considers Eliminating Consumption Tax on Food
A consumption tax moratorium and a weak yen ... [Read more]
How Trump’s Tariffs May Impact European Growth
US tariffs are likely to hamper European growth ... [Read more]
Germany: Here Comes the Recession
We believe Germany is in recession and structural ... [Read more]
Europe – Heading Over the Recession Precipice
We now expect the Euro Area and UK ... [Read more]
MacroBrew - NOK and SEK: Will Scandinavia Remain Under Pressure?
In this episode of our MacroBrew fireside podcast ... [Read more]
MacroBrew - Thailand: Who Will Form The Next Government?
Governor Ueda’s first meeting and Nomura’s BOJ monetary policy scenario
MacroBrew - The ECB and BoE: Fighting for The Last Hike
MacroBrew - US Debt Limit: Is It Worse Than 2011?
MacroBrew - US: Is the Strong Data a Macro Game Changer or a Fade?
MacroBrew - How Fast Has China's Reopening Been So Far?
MacroBrew: Will the ECB be the Last Major Central Bank Hiking?
MacroBrew – 2023 Outlook: Tough Choices and Rolling with the Punches
MacroBrew – The Big ECB and BOE Week
MacroBrew – US: Soft CPI, Fed Implications and Politics
MacroBrew – What Sways The Fed?
MacroBrew - Hawkish BOE and UK Fiscal Policy to the Rescue?
MacroBrew - A Much More Hawkish ECB, Where Will It End?
MacroBrew - Japan: Will the BOJ Give Up on Yield Curve Control?
MacroBrew - US Recession Risks
MacroBrew - US: A Recession is Now Likely
The Fed’s commitment to restoring price stability will ... [Read more]
Restoring Price Stability is Fed’s Primary Focus, says Clarida
Fed’s pace of rate hikes this year will ... [Read more]
MacroBrew - Asia Insights: Taking the Temperature of Asia's Underlying Inflation
MacroBrew - The ECB & BOE: Earlier and Faster Hikes?
MacroBrew – Asia Insights: ASEAN Border Reopenings
MacroBrew - Fed’s hawkish pivot despite peaking inflation
MacroBrew - French Elections: Could Le Pen Win?
MacroBrew - The Fed’s changing reaction function
MacroBrew - JPY Depreciation and the Possible Policy Risks
MacroBrew - US Growth, Inflation and The Fed Call
MacroBrew - Expert session: South Korea’s fiscal policy after the presidential election
MacroBrew - China's Zero COVID-19 Policy
MacroBrew - The ECB, BOE, and RBA Hikes Ahead
MacroBrew - The Covid 19 Endgame Part III: Lower Potential GDP Growth and Bankruptcies
MacroBrew - The Covid 19 Endgame Part II: Inequality
MacroBrew – Global Economic Outlook 2022: The heat is on... for now
Our strategists share their top FX and rates ... [Read more]
MacroBrew - The Covid 19 Endgame
Korea: Japanification Risks Strike Again
Indonesia: A Worrying Wave Hits Hard
The Indonesian government has introduced more stringent measures ... [Read more]
US Economy- A Closer Look at Inflation Expectations
Most measures of inflation expectations remain at a ... [Read more]
MacroBrew - BoJ and ECB Strategy Review: A New Direction?
How will the upcoming BoJ and ECB meetings ... [Read more]
India Budget: In Fiscal Activism, India Takes a Chance on Growth
With the return of fiscal activism, the baton ... [Read more]
Asia Outlook 2021 – Bracing for Reflation
We are overall quite positive on the outlook ... [Read more]
Thailand: The Economic Fallout of Political Protests – This Time is No Different
Student-led protests have resumed in Thailand, demanding constitutional ... [Read more]
The world post Covid-19 (part 2)
Fireside Chats - US Updated Outlook: What's left in the FED's toolbox to fight Covid-19?
Jordan Rochester and our Chief US Economist Lewis ... [Read more]
Fireside Chats - Europe’s next response to Covid-19
Our Chief Euro Area Economist George Buckley and ... [Read more]
The Global Economic Impact of Covid-19
Our weekly update on the global economic impact ... [Read more]
2020 US Outlook: Extending a long expansion
Extending a long expansion ... [Read more]
Event Risk Radar
Global Economic Outlook 2020: On Shaky Foundations
UK Outlook 2020
How will the UK fair amongst some Brexit ... [Read more]
Brexit & FX Outlook 2020
Nomura Investment Forum Tokyo featured article: Japan’s Economy in 2020 - Making the Case for Cautious Optimism
India: A Difficult Climb Ahead
Indonesia: The Return of Fiscal Conservatism
Risk of BOJ taking Rates Further into Negative Territory and Investment Strategies
Expectations are growing that the BOJ will decide ... [Read more]
Are the Major Central Banks Trapped?
The policy reaction function of many of the ... [Read more]
NIFA featured article - Will the Renminbi Crack Seven?
The downward pressure on the renminbi since last ... [Read more]
NIFA featured article - Out of Ammo: Why the Next Slowdown may be Difficult to Counter
The biggest risk currently facing the global economy ... [Read more]
Australia in 2019: Soft Growth, Falling House Prices and RBA Rate Cuts
RBA Growth Downgrades are Coming: is Australia’s Luck Running Out?
Many are wondering whether Australia’s luck is running ... [Read more]