Recent Blogs




France: How much should we worry?

Following a steady improvement in business sentiment in recent months, yesterday’s flash PMIs provided a reminder of the fragile state of the euro area’s recovery.

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The strong euro: Is it a game changer for the ECB?

Having strengthened steadily since last July, the euro has taken a breather in response to Draghi’s remarks following last week’s ECB Governing Council meeting. Most notably, by highlighting the downside risks to inflation...

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Japan: Maintaining the momentum

Fuelled by optimism over the new government’s policy initiatives and the weaker yen, Japan’s equity markets have enjoyed their longest winning streak in more than fifty years...

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The Bank of Japan: Great Expectations?

So, after weeks of pressure from new Prime Minister Abe, the BoJ today gave him what he wanted: a new 2% inflation target, double the previous ‘1% goal’. This, it pledged to achieve ‘at the earliest possible time’...

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New Year, New BoJ?

With Abe’s new government having recently announced a bumper boost of ¥10.3trn (more than 2% of GDP) to central government spending over coming quarters, attention in Japan is now firmly on the BoJ, whose Policy Board...

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