金融政策
米ドル見通し：強まる回復力、残るFRBリスク
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第II節では、ジョナサンがケビン・ウォーシュの米連邦準備制度理事会（Fed）議長への就任がグリーンスパン時代のルールに基づく金融政策への回帰を示すかどうかを探ります。
インドネシアの政策の罠
インドネシアの政策の罠
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4月のFOMC議事録は、その会合を特徴づけたタカ派への転換を明確にした。…
Canada’s data keep disappointing, and stable but still-restrictive financial conditions point to subdued growth ahead. As we recently highlighted, Canadian economic surprises turned negative earlier this year and have kept falling. Canada also faces several…
The Riksbank left rates unchanged and is likely to stay on hold, as soft inflation and weaker growth leave little case for tightening. The policy rate was left at 1.75%, as expected, and the Riksbank signaled it will remain on hold in the near term. This…
The Bank of England’s latest Monetary Policy Report offers a clean framework for thinking through an oil shock and the appropriate policy response. The first channel is the direct effect of higher energy prices on inflation such as higher gas and utilities…
Central banks remain on hold amid heightened uncertainty. We rely on BCA’s Central Bank Monitors to assess the current policy stance of major central banks, and highlight the tactical opportunities across bond markets and currencies.
