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Economics

01OCT 2019

How will today's consumption tax rise affect Japan's economy?

In a weak global environment, the tax increase underlines Japan’s long-term fiscal challenges.

2019

AUGUST

09AUG 2019

Economics

Two challenges remain for Bank of Japan despite stronger-than-expected GDP

Second quarter GDP growth shows improved domestic demand but further easing measures from the central bank look likely.

01AUG 2019

Economics

No-deal Brexit risk fails to spark BoE action

Constrained Bank of England keeps interest rates on hold as markets continue to ignore the bank’s forward guidance

01AUG 2019

Economics

Brazil's central bank does not disappoint

Brazil’s central bank lowered its key interest rate by 50bps to 6%, and further easing looks likely amid progress on economic reforms.

JULY

31JUL 2019

Economics

Slowing eurozone needs fiscal boost

A sluggish outlook and low inflation suggest the European Central Bank is inching towards further stimulus, which we don’t think will be enough.

15JUL 2019

Economics

The only way is up for China’s economy

Second quarter GDP growth may have slowed, but June’s data suggests a turning point has been reached.

10JUL 2019

Economics

Tough times for the UK may force rate cut

Brexit uncertainty is hampering growth, which may force the Bank of England to cut interest rates.

JUNE

28JUN 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - July 2019

In this month's Viewpoint we discuss the outlook for US interest rates as well as the policy options available to central banks in the event of a global slowdown.