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a complete exit from deflation after the next global economic cyclical recovery

Despite stagnant domestic demand, the BoJ's premature lifting of its negative interest rate policy and additional rate hike put downward pressure on the credit
海外研报

Japan: main points of Japan’s economic outlook

Due to remaining structural deflationary pressures indicated by the abnormal positive corporate savings rate, the global economic
海外研报

30y JGB auction preview: Market turbulence liable to weigh on sentiment

・ Greater clarity on the BOJ JGB purchase tapering frontThe BOJ's "detailed plan" for tapering back its JGB absorption released on 31 July points
海外研报

MORNING BRIEFING INTERNATIONAL MARKET INTELLIGENCE

Asia Trade: APAC stocks (0.8%) continued their recent rebound this moring. in Japan, NKY(1.296) recovered from carly losses and was boosled by Uchida's commenls that BOJ
海外研报

Macro at a Glance: Latest views and forecasts

n Revised our Fed policy path expectations to include a string of consecutive 25bpcuts in September, November, and December (vs. quarterly cuts previously) as
海外研报

Midday Market Intelligence: seeking

...a levelTuesday’s calm seems to be carrying over on Wednesday, with markets seeming toshed some of the worry seen earlier in the week, while still remaining cautious. A
海外研报

No smoking gun

Bottom line• The Q2 labour market data was stronger than our expectation. The unemployment rate rose from 4.3% to 4.6%, below our forecast of
海外研报

Preview: RBNZ Monetary Policy Statement

Cooler heads• We expect the RBNZ to leave the OCR at 5.50% next week, andto signal a potential cut in the OCR later this year, with the Record
海外研报

All eyes on equities as we head into data doldrums

The Australian dollar is like an itch I can’t stop scratching. In the first few months of this year, it suffered from a steady downward revision in growth forecasts relative to the US, but in recent
海外研报

Robust headline growth with underlying weakness

Indonesia’s 2Q24 real GDP growth printed at 5.05% yoy, a tad higher than our expectation of 5.04% and lower than the 5.1% recorded for 1Q24. While a weak deflator
海外研报