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The RBNZ held rates steady in May amid a split decision, viewing recent inflation pressures as likely temporary. Weak demand, spare capacity and subdued wage growth are expected to limit price pass...
Japanese companies favor seniority, but there may be material benefits to multigenerational boards. Japan has made major strides in corporate governance over the past decade. Reforms have included...
Global markets are navigating an increasingly uneasy mix of geopolitical risk and shifting macro fundamentals. The escalation in the Middle East has reintroduced a stagflationary impulse via higher...
US growth is increasingly driven by AI and tech capex, but spending still isn’t large enough to push the US to a strong 3.5-4% growth scenario.
After an earnings recession, small caps' fortune is set for a positive pivot.
Oil shocks drive inflation fears, rate expectations and markets – yet the link between oil, inflation and policy tightening is weakening.
Technology prowess and financing discipline will determine who stays ahead in the AI race. In the first phase of the generative AI boom, the winning strategy was straightforward: own the physica...
Amid the continued closure of the Strait of Hormuz, concerns around energy supply disruption and the potential pass-through into inflation have quickly fed into global central bank pricing. In this...
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