Central Banks
BOJ’s Flexible Yield Curve Control Marks Practical Policy Shift, YCC and NIRP Likely to End by Mid-2024
BOJ’s monetary policy meeting signals concessions on inflation uncertainty; April–June 2024 likely timing for ending [...]
Geopolitics
Russian Invasion of Ukraine to Turbocharge Renewables Deals
Context Policy Shift & Impact Market and Financial Effects Background on EU Gas Dependence Significance
Central Banks
US Government Debt Is a Silent Problem Until It Is Not
It is becoming increasingly difficult to reduce the fiscal deficit as government debt continues to [...]
Annual Outlook
United States Macro Outlook 2025 – Strong Fundamentals, Policy-Driven Uncertainty
Core Theme: Solid Economy Meets Policy Shock The U.S. economy enters 2025 with strong fundamentals [...]
Economics
US: Forecasting the Tariff Impact on Inflation
Overview Tariffs are expected to push up prices not only on imported finished goods but [...]
Japan in focus
Nomfins Investment Forum: Why ‘Slow’ Does Not Mean ‘Stagnant’ for Japan’s Corporate Champions
Despite decades of economic stagnation, Japan’s leading companies have quietly transformed into global technology leaders [...]
