Research Briefing
The recent banking sector turmoil could trigger a chain reaction of events that plunges the global economy into recession. However,...
Financial stability
Filter content
Tag
Region
Research Briefing
Much of the economic weakness we are currently witnessing will likely spill over into 2023. African economies' ability to deal...
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
After nine months of devastating war, we expect Ukraine's economic contraction to reach 31% in 2022. Prompt monetary and fiscal policy responses and $23bn of external financing have prevented a much deeper contraction.
Research Briefing
Rising interest rates mean the BoE is now making a loss on the gilts it purchased under quantitative easing. With the Treasury committed to making the BoE's...
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
Soaring debt costs across advanced economies threaten to push commercial real estate markets into distress. DM REITs are likely to...
Research Briefing
Egyptian authorities met with IMF staff on the sidelines of the IMF and the World Bank annual meetings held in...
Research Briefing
Debt costs continue to soar across advanced economies, threatening to push commercial real estate markets into distress. We believe that...
As spiralling energy prices threaten to cause huge pain for consumers and businesses, governments across Europe are rolling out initiatives...
Research Briefing
The September jobs data report and the August JOLTS offered some signs of a loosening in labor market conditions. Job...
Research Briefing
The question of debt restructuring is becoming a more pressing one: in recent weeks, a number of African sovereigns have...
Research Briefing
Ecuador is no longer on track towards meeting the criteria imposed on it by the IMF to keep its US$6.4bn...
Research Briefing
We do not expect a long-lasting rebound in sterling (or gilts) anytime soon, given the lack of a credible fiscal...
Research Briefing
According to early estimates, Ukraine's GDP experienced a 40%-45% contraction in March in the wake of Russia's invasion. In our...
Research Briefing
Following Russia’s invasion of Ukraine, the US and EU announced harsh new sanctions, including banning some Russian banks from SWIFT...
Research Briefing
Turkey will take a hit from the Russian invasion of Ukraine through three main channels – tourism, energy prices and...
Research Briefing
Although none of the big four central banks have started tapering their QE programmes yet, monetary aggregates are being pinched...
Equity earnings cycles to power ahead – especially in underperforming Europe and EM markets The world economy is evidently in...
Ten years on from the global financial crisis, and eyes are peeled for triggers for a new world economic upheaval. ...
