Research Briefing
Global real estate returns are looking healthy over the next five years, providing a strong relative performance versus bonds and...
Economic outlook
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Displaying 1 to 20 of 488 results
Research Briefing
We have lowered our mainland 2022 GDP growth forecast by 0.1ppt to 4.2% to reflect the economic impact of the...
Research Briefing
Whether or not the MPC raises Bank Rate in February is close to a 50:50 call. We marginally favour a...
Research Briefing
Though the scale of December’s fall in retail sales came as a nasty surprise, it was not simply an Omicron...
Research Briefing
A strong outturn for November took the output measure of GDP above its pre-pandemic peak. Given GDP is likely to...
Research Briefing
This week’s talks between Russia, on one side, and on the other the US, NATO and the Organisation of Security...
Research Briefing
The hit to UK GDP from Omicron is likely to be much smaller than previous Covid waves
Research Briefing
That movements in consumer credit and households’ savings in November returned to levels more akin to pre-Covid norms offered further...
Research Briefing
Though the government has opted to defer a decision on introducing further restrictions until after Christmas, it seems likely that...
Research Briefing
We project that Asia Pacific’s 25 leading cities experience on average 4.5% GDP growth in 2022, and 4.1% over the...
In spite of global supply-side issues and another wave of Covid-19 infections at the end of 2021, we expect GDP...
Research Briefing
Based on the positive carryover effects from two strong months of GDP growth in August and September, we have raised...
Research Briefing
Finance and business services is expected to drive growth in global economic activity and employment over the next 20 years....
Research Briefing
Despite the uncertainty caused by the surge in Omicron cases, the BoE raised interest rates to 0.25% this week. This...
Research Briefing
The ECB took significant steps to tighten its highly accommodative policy stance over the course of 2022 on the back...
Research Briefing
Even though Omicron is casting a huge shadow over the UK economy, the BoE today raised Bank Rate to 0.25%...
Research Briefing
Inflationary pressures have strengthened and broadened in Central and Eastern Europe recently, prompting a hawkish turn by the region’s central...
Research Briefing
We see signs that the worst is over and we expect eurozone industrial production to grow a strong 4% in...
Research Briefing
It appears to be a forgone conclusion that the ECB council will agree to end its Pandemic Emergency Purchase Programme...
Research Briefing
The health situation is deteriorating across Europe, prompting strongercontainment measures. Beyond the direct impact that renewed restrictions will have on...
