Research Briefing
The CNB again left the policy rate unchanged at 7% at the November meeting, staying put for the third consecutive...
Research Briefing
The CNB again left the policy rate unchanged at 7% at the November meeting, staying put for the third consecutive...
Research Briefing
The BoE raised Bank Rate by 75bps to 3% at its November meeting, in line with our expectations and market...
BoE governor Andrew Bailey's insistence that emergency support will end on Friday is an unsustainable position that we expect to...
Research Briefing
We do not expect a long-lasting rebound in sterling (or gilts) anytime soon, given the lack of a credible fiscal...
Consulting Report
Oxford Economics and SAP Concur surveyed 1,000 finance and IT executives about how they are making their functions more efficient.
Research Briefing
Mortgage payment boycotts in China are a worrying development. But rather than being a potential trigger of crisis, we think...
Research Briefing
Central banks have changed the way they react to economic conditions, largely focussing on current inflation and its impact on...
Research Briefing
Treasury yields rocketed higher and the curve flattened sharply last week as rate hike expectations jumped. The 2-year yield jumped...
Research Briefing
The quantitative easing (QE) programmes undertaken by the leading global central banks since the global financial crisis (GFC) have changed...
The February ECB meeting marked the beginning of a clear hawkish shift in the ECB’s policy outlook. Although the policy...
Research Briefing
The banking sector has proved resilient during the pandemic, and eurozone banks will continue to play a significant role supporting...
Research Briefing
There’s a close race as the Bank of Canada weighs sticking with its successful flexible inflation targeting (FIT) or switching...
The financial market volatility that has already marked the early stages of the COVID-19 economic recovery underscores how much the...