RESEARCH CONTENT Analysis showing that whilst PMIs dropped in 4Q2022 in many developed countries, private sector credit growth remained relatively robust in all of them throughout that period.
But roll forward to today and the environment is very different. Not only are PMIs weak, but credit metrics are weakening/collapsing in all countries except for one (clue...they recently decided to maintain QE).
RESEARCH PUBLICATION Following the announcement of multiple packages to support the economy and equity markets, this piece looks at the...
RESEACH CONTENT Numerous previous research has highlighted the developing bearish negative sentiment for oil. This piece updates on that...
RESEARCH CONTENT Some key considerations for the valuation of JGBs and Yen, including analysis of: Inflation BOJ QE Domestic funding of...
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