2023 Top 500 ranking: 8
We confirm the financial “recovery regime” as a central scenario (with a 70% probability) for the next 12 to 18 months, with growth and macro determinants remaining paramount.
This scenario assumes that the global fiscal boost and CB monetary support will be enough to achieve above-trend growth in the next 18 months, providing more support to multiyear expansionary economic development.
You can now read the full whitepaper at the link below
Macroeconomic forecasts as of 12 April 2024
”The BoJ does not have the right conditions to hike in 2024 or 2025.”
”Market sentiment may remain positive if we don’t see an economic slowdown and inflation also doesn’t surprise. However, areas of excess have built up, and underscore the need to remain vigilant.”
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