6/03/2026 Equity Reforms and reflation: unlocking Japanese equity upside Governance-driven reform and a stronger macro backdrop are lifting ROE and can result in a sustained rerating of Japanese equities.
15/09/2023 Economy & Markets Macroeconomic and financial market forecasts - September 202... Macroeconomic forecasts
15/09/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - September 2023 End in sight: Bank of Japan to complete policy normalisation
15/09/2023 Economy & Markets The Eurozone economy under scrutiny, as the policy support f... Much less fiscal policy support will likely constrain domestic demand and higher-for-longer interest rates will make monetary policy even more restrictive.
8/02/2023 Economy & Markets Macroeconomic Picture - February 2023 Macroeconomic Picture by area and Macro and Market forecast.
3/01/2023 Economy & Markets Macroeconomic Picture - January 2023 Macroeconomic Picture by area and Macro and Market forecast.
2/12/2022 Economy & Markets Macroeconomic Picture - December 2022 Macroeconomic Picture by area and Macro and Market forecast.