Research Briefing
We have raised our inflation forecast for the GCC to average 3.2% this year, up from our projection of 2.8%...
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Research Briefing
The National Bank of Poland (NBP) hiked the policy rate by 75bps at yesterday's meeting, in line with both our...
Research Briefing
The Middle East and North Africa (MENA) region is highly vulnerable to physical and climate transition risks, with water scarcity,...
Research Briefing
Supply chain conditions remained highly strained in April, though cooling goods demand helped ease pressures modestly. Inflation stress increased for...
Research Briefing
Higher international food prices will have a more aggressive impact on African CPI readings than those in advanced economies. This...
Research Briefing
The minutes from the March ECB meeting showed that inflation continued to dominate Governing Council's discussions. The body remains split,...
Research Briefing
The National Bank of Poland (NBP) hiked the policy rate by 100bps at yesterday's meeting, bringing it to 4.5%. The...
Research Briefing
Russia's invasion of Ukraine and the evolving global response will be felt in the MENA economies mainly via the impact...
Research Briefing
The National Bank of Poland (NBP) hiked its policy rate by 75bps at yesterday's meeting, bringing it to 3.5%. Although...
Research Briefing
Back to Resource Hub Research Briefing | Mar 7, 2022 Eurozone: Durable goods will turn deflationary only in 2023 Up...
Research Briefing
The Russia-Ukraine war is set to have implications for economies across the globe and African markets won’t be spared.
Research Briefing
The Russian invasion of Ukraine has clouded the outlook for commodity markets. Both countries are important commodity producers, and there...
Brochure
Bringing together data, forecasts and analysis, our service offers insights into how shifts in market fundamentals could shape the commodities...
Research Briefing
We see little evidence that the outlook for underlying inflation in the eurozone is much changed from a few months...
Research Briefing
While the potential collapse of Chinese property firm Evergrande matters, it doesn’t signal a ‘Lehman moment’ that might spark global...
Although the structural drags on inflation in commodity prices will remain post-COVID, short-term cyclical factors have risen sharply in recent...
Commodity price surges were associated with spikes in inflation in the 1970s, but have not been so in recent decades....
Research Briefing
Africa is a key source of the minerals that will be central to the green energy transition. The level of...
Inflation has become the all-consuming focus of investors’ attention in recent weeks. On the surface the story is simple—transitory factors...
Research Briefing
Export prices have surged over the past 9 months, driven by record high iron ore prices. This has driven the...
