China’s industrial policy is not well understood. The fiscal price tag, highlighted in the latest IMF report that Alphaville covered on Tuesday, is eye-poppingly large at around 4.4 per cent of GDP.
Our latest outlook for Japanese policy rates was subject to fewer revisions. We still expect the BoJ to raise rates once more this year to 0.75 per cent. The data has become more supportive of higher ...
This series aims to treat macroeconomics as a toolkit, not a lecture: Yes, it is long read; maybe boring. So why read it?
Geopolitically, Japan is repositioning itself amid escalating U.S.-China tensions. Alarmed by supply chain vulnerabilities ...
So practically no teenagers have kids (a good thing). Very few women in their early 20s having kids (probably also a good thing). Age of marriage and family formation rising (also a good thing for ...