fiscal balance

Articles related to fiscal balance

Estimating Nikkei’s Fair Value Amid Economic Uncertainty and US Tariffs

The Nikkei Index can be estimated using nominal GDP, net domestic fund demand (corporate savings rate + fiscal balance), Abenomics dummy and Economic Policy Uncertainty Index. For the current Q225, if we place nominal GDP at around JPY624trn and net domestic fund demand at +1.3%, and assume that global uncertainty continues, the macro fair value would be around JPY34,800, roughly in line with the prevailing Nikkei index

STOCKS

David Forrester

Japan Needs Permanent Fiscal Expansion to Break Deflationary Trap and Revive Investment

Until the corporate savings rate attains a normal negative level and structural deflationary pressures are eliminated, the policy mix of monetary and fiscal policies should maintain the expanding power of the Japanese economy. The increased predictability of firms’ sustained nominal GDP expansion would cause firms to shift their management strategies from cost cutting to investment.

ECONOMY

David Forrester

NBU's Financial Stability Measures and Inflation Control During the War

ECONOMY

ING Economics

Kazakhstan Country Strategy: Growth Prospects and Mounting FX Risks

ECONOMY

ING Economics

Azerbaijan's Strategic Balancing Act: Leveraging Gas Reserves Amid Russia-EU Tensions

ECONOMY

ING Economics

Benefiting from Geopolitical Tensions: Kazakhstan's Opportunities and Challenges in Trade and Labour, Inflationary Outlook, Oil Sector Dependency, Fiscal and External Balances, Kazakhstani Tenge's Limitations

ECONOMY

ING Economics