Stabilisation expected as BoJ tightens – BNP Paribas

Stabilisation expected as BoJ tightens – BNP Paribas

BNP Paribas sees Japan’s Gross Domestic Product (GDP) growth slowing to 0.5% in 2026 from 1.1% in 2025 as the energy shock weighs on activity. Inflation is expected to stay above the 2% target through at least 2028. The Bank of Japan (BoJ) is projected to continue its gradual normalisation, with a 25 bp hike […]

CPI path cushions downside against dollar – BBH

CPI path cushions downside against dollar – BBH

Brown Brothers Harriman’s (BBH) Elias Haddad expects Eurozone May Consumer Price Index (CPI) to remain close to the European Central Bank’s (ECB) baseline projections, with risks skewed slightly lower after softer German data. Markets have nearly fully priced a 25 bps hike to 2.25% on June 11. Haddad argues that tightening in a sluggish growth, […]

Supported by ECB hikes and AI investment – BNP Paribas

Supported by ECB hikes and AI investment – BNP Paribas

BNP Paribas projects Eurozone Gross Domestic Product (GDP) growth slowing from 1.5% in 2025 to 1.0% in 2026 and 1.3% in 2027, with inflation rebounding to 3.0% and 3.3%. Activity is seen withstanding the energy shock thanks to investment in defence, AI and electrification. The European Central Bank (ECB) is expected to deliver two 25 […]