Research Briefing
Powell’s speech did not materially alter the outlook for Fed policy, but it did clarify the distinction between the timing...
Financial risks
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Research Briefing
Bank of England MPC member Gertjan Vlieghe recently highlighted how the UK’s growing wealth will continue to put a damper...
Research Briefing
Concerns have risen about financial market risks, centring around elevated asset valuations and high corporate debt. A lack of corporate...
Research Briefing
While we don’t expect the looming announcement of QE tapering by the US Fed to trigger a sharp rise in...
Research Briefing
Business failures in Japan have been stemmed thanks to massive government and bank liquidity support. However, there’s mounting concern regarding...
Research Briefing
The Zambia national elections that will be held on August 12 is the most unpredictable election since the country’s independence....
Research Briefing
European cities are on the road to recovery, as the improving health situation and gradual lifting of restrictions provide the...
Inflation has become the all-consuming focus of investors’ attention in recent weeks. On the surface the story is simple—transitory factors...
Research Briefing
Rapid house price rises are feeding into a broader asset price boom that’s the strongest in decades and also unusually...
Research Briefing
Inflation in advanced economies is set to rise this year to the highest rate in a decade. This has sparked...
Research Briefing
Emerging Markets’ reputations for delivering on fiscal commitments has never been so important as it is now, given the need...
Research Briefing
Egypt has proven to have one of the most resilient emerging market economies on the globe in the face of...
Research Briefing
While many commentators have been calling for a US dollar collapse, we believe the greenback will have a lot of...
Research Briefing
After attacks on Palma in northern Mozambique in which dozens of civilians, including a South African and a Briton, lost...
Research Briefing
The US Recovery Tracker rose 1.3ppts to 88.1 in the week ended March 26 on gains across most of the...
