海外研报

This week in Japan (8 July)

The key question is whether reports from regional BOJ branches offer evidence of avirtuous cycle of wages and prices (“second force” inflation), which the Bank hopes will

Assessing France’s Indecisive Election

Everything must change, so that everything can stay the same. Anatole used this aphorism from the great novel of Italian reunification, The Leopard, to

Global Markets Daily: French Elections: OATs Not Out Of the Woods

The results of the French legislative election second round surprised vsexpectations, with the left coalition winning the highest number of seats and

Global Macro Watch Known Unknowns 7 – 12 July

US CPI should be another confidence builderWe expect the June CPI report to be another confidence builder following the undeniably

"Front républicain" prevents RN majority. What's next?

The dropping out of a large number of candidatesfrom the second round of the legislative electionand another high voter turnout (more than 67%)