Research Briefing
The earlier and faster than expected ending of zero-Covid restrictions in China bodes well for the global economy and adds to the recent run...
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Research Briefing
In this new quarterly Research Briefing series, we answer the top five questions we've recently received from clients.
Research Briefing
Financial conditions have deteriorated across ASEAN-5 economies to varying degrees. As well as monetary tightening, a broad depreciation of currencies...
Research Briefing
Since the pandemic, our view of the medium-term outlook has shifted to become more pessimistic on inflation and equity market...
Research Briefing
While China's sooner-than-expected reopening has led some to pencil in a more robust rebound in 2023, we are more cautious.
Research Briefing
We doubt the surprise move from the Bank of Japan to expand the tolerance range for 10-year JGB yields to...
Research Briefing
The US economy will need a lot of luck to avoid a recession next year because the headwinds are about to intensify. We...
Research Briefing
Financial conditions in Canada have tightened significantly this year and we estimate this will shave 0.7ppts off GDP growth by...
Research Briefing
The Federal Reserve knows that their mission to tame inflation isn’t complete, and odds are rising that the central bank...
Research Briefing
We expect the MPC to raise Bank Rate at December's meeting. But recent UK developments, including calmer financial markets, a...
Research Briefing
It's been a horrible period for EM portfolio debt flows. The better news is that broader capital flows to EMs...
Research Briefing
We anticipate most advanced economies will fall into recession in 2023 and global growth will be weaker than the consensus...
Research Briefing
Despite the recent deterioration in the UK housing market, we think the doomsday scenario set out in the Bank of...
Research Briefing
South Africa's detailed JET IP unveiled at COP27 offers a model for other carbon-intensive developing countries to follow. Although the...
Research Briefing
The precipitous decline of the Yen to record fresh lows (and briefly above 150 last month) coupled with a dramatic...
Research Briefing
The BoE raised Bank Rate by 75bps to 3% at its November meeting, in line with our expectations and market...
Research Briefing
Qatar’s hosting of the Middle East's first ever World Cup is seen benefitting the wider GCC economy, and given the...
Research Briefing
UK government's U-turns on tax cuts, the prospect of further fiscal policy tightening, and calmer financial markets mean the Monetary...
Research Briefing
Central banks around the world are raising interest rates and shrinking balance sheets, but financial conditions are not under enough...
Research Briefing
Anything but a 75bps hike of the ECB's key policy rates after next week's council meeting would be a big...
