Research Briefing
Fears of a substantial escalation in the Middle East last week prompted the largest swing in the oil price in...
Central banks
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Research Briefing
In light of the recent consolidation period, we think there is still time to capitalise on the gold price upswing...
How much of the picture for 2025 is dependent on the US labour market? In this week’s video, join Oliver...
Global construction activity has continued to stagnate over 2024 as the impact of high construction costs, policy tightening by central...
Research Briefing
A return to the sustained 'lowflation' of the 2010s is unlikely, in our view. But we also doubt that the...
Research Briefing
After getting carried away at the turn of the year with the likely extent of Federal Reserve rate cuts in...
Research Briefing
Odds are that there will not be anything from the upcoming meeting of the Federal Open Market Committee that would...
Research Briefing
The strength of the recent gold price rally has defied even our already bullish expectations and we think prices are...
Research Briefing
The strength of the labor market and lingering worries about inflation among Federal Reserve officials have led us to push...
Despite the upgrade to our global economic outlook since December 2023, the Q1 update of our IFRS 9 and CECL...
Research Briefing
Our analysis of Banxico's reaction function reaffirms our forecast that the policy rate will end the year at 8.25% –...
We think low quality stocks will be the key beneficiaries of our soft-landing view. In this week’s Beyond the Headlines,...
Research Briefing
We think lower quality stocks such as small caps will be the key beneficiaries of our soft-landing view. These stocks...
Research Briefing
The West's major central banks are well into their quantitative tightening programmes, reducing their combined balance sheet by $5.1 trillion....
Research Briefing
Inflation has fallen sharply in advanced economies over the past year, and we expect central banks to start cutting interest...
Research Briefing
Emerging market (EM) central banks' credibility to restrain inflation over the medium-term horizon remains intact despite the tests it's been...
Research Briefing
We expect another year of industrial metal price weakness in 2024 and are generally below consensus. Metal demand will remain...
he Q4 update of our IFRS9 and CECL scenarios services paints a more pessimistic view of the balance of risks...
Research Briefing
Emerging market (EM) GDP growth will disappoint next year but EM central banks will reap the dividends of credible policies...
Research Briefing
Growth in most LatAm economies will be below consensus. Economic momentum has surprised to the upside through most of 2023,...
