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Insights and perspectives from our customers and in-house experts
Archive
September 7, 2023
Will markets force the BOJ to finally abandon negative rates?
With a resilient US facing higher rates for longer, the weak yen could lead to a big change in Japan
Guest blogger
In-house blogger
Tetsuo Harry Ishihara
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August 31, 2023
An expanded BRICS will take some time to make progress on “de-dollarisation”
More trading in each other’s currencies will likely come first
Guest blogger
In-house blogger
Meghna Shah
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August 24, 2023
Heatmapping the world: in search of inflation’s hottest and coldest spots
From Asia-Pacific to Latin America, the global inflation picture is diverging
Guest blogger
In-house blogger
Jay Yang
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Guest blogger
In-house blogger
Desmond Wong
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Guest blogger
In-house blogger
Patrick Malm
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Guest blogger
In-house blogger
Keith Campbell
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August 17, 2023
Medical costs are likely to make US inflation stickier
Health care’s contribution to CPI reflects a time lag that had a flattering effect on figures through 2023
Guest blogger
In-house blogger
Meghna Shah
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August 15, 2023
America and China have traded places
Our guest blogger compares the US capex boom to China’s struggle with a property hangover.
Guest blogger
In-house blogger
Marko Papic
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August 10, 2023
Japan’s inflation revolution
Nominal GDP, wages and corporate revenues are growing at the fastest rate in 30 years.
Guest blogger
In-house blogger
Tetsuo Harry Ishihara
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