All Reports

Oct 14 2020

The U.S., Eurozone and Japanification

Business cycle recoveries are underway in the worlds largest economies, including Japan, but policy failures mean that the structural backdrop is conducive to renewed recession risk.

Included in this report:

- Updated Japanese growth and inflation outlook based on ECRI's array of Japanese indexes

- An analysis of the defining characteristics of Japanification, and its long-term impact on developed economies

- What may be in store for G7 central bank policies, specifically with regard to shadow rates and QE

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