Research Briefing
We forecast the Mexican peso will appreciate by 4.9% in 2023 to an average of 19.2/US$, up from 20.2/US$ last...
Research Briefing
We forecast the Mexican peso will appreciate by 4.9% in 2023 to an average of 19.2/US$, up from 20.2/US$ last...
Research Briefing
Our indicators suggest global economic sentiment is improving despite the impact of higher interest rates, geopolitical uncertainty, and the squeeze...
We think rapidly deteriorating demand and easing commodity prices will prompt the Czech National Bank (CNB) to start cutting rates at the end of Q2.
Research Briefing
Canada has likely just entered a moderate recession that will last for much of 2023.
Research Briefing
Swings in oil prices pack less of an economic punch than in the past but sudden increases can still be...
Research Briefing
Gold prices have been under pressure since the beginning of 2022, as high US real rates increase the opportunity cost...
Research Briefing
Russia’s shutdown of natural gas flows to Europe has resulted in skyrocketing regional prices. This has contributed to a significant...
Research Briefing
The energy crisis took a dramatic turn this week after reports of several leaks in the gas pipelines Nordstream 1...