Growth resilience versus demographic drag – BNP Paribas

Growth resilience versus demographic drag – BNP Paribas

BNP Paribas highlights that Central European economies are holding up well despite a shrinking population and working-age cohort. The bank notes continued support from EU funds, strong productivity gains relative to wages, and a highly educated workforce. It also flags medium-term risks to competitiveness and potential growth from worsening demographics by 2030. Demographic headwinds versus […]

Hawkish hold under energy shock – Rabobank

Hawkish hold under energy shock – Rabobank

Rabobank’s Senior Macro Strategist Stefan Koopman notes that the Bank of England (BoE) kept Bank Rate at 3.75% but adopted a distinctly hawkish tone as a renewed energy shock lifts inflation projections. The Monetary Policy Committee (MPC) is seen as “ready to act”, with Koopman now forecasting a single 25bp hike, potentially in April, while […]

JPY: BoJ holds but flags further hikes – BNY

JPY: BoJ holds but flags further hikes – BNY

BNY’s Head of Markets Macro Strategy Bob Savage notes that the Bank of Japan (BoJ) kept its policy rate around 0.75% with an 8–1 vote, noting moderate economic recovery and inflation near 2%. Source link