INT
Japan’s rate rises, and initial impacts, will be small
The Bank of Japan raised its main interest rate slightly for the first time since 2007
JapanLower near-term EM risks raise long-run opportunities
The near-term risk of defaults in emerging market (EM) sovereign debt markets is easing
InternationalDivergent rules raise sanctions compliance risks
Different US, EU and UK beneficial ownership registries and divergence on regulation and enforcement powers raise risks
InternationalStimulating the Chinese economy will be a struggle
Economic activity rose reasonably in January-February, but bank lending weakened and unemployment rose
ChinaCalm interest rates period will last a few more months
A survey of US rate predictions among economists estimates two rate cuts this year, starting June or July
InternationalEU AI Act affirms the bloc's policy orientation
The European Parliament yesterday approved the AI Act
EULow savings limit Japanese spending and GDP growth
Fourth-quarter GDP has been revised from a 0.4% annualised contraction to a modest gain on surging business spending
JapanIron ore is set to face a supply surplus from 2025/26
Iron ore -- the best industrial commodity performer in 2023 -- will be well supported by fundamentals this year
International
