Research Briefing
Delta remains the primary threat to the recovery, but we also think that the drag from continuing, supply-chain disruption will...
Global economy
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Displaying 1 to 20 of 149 results
Research Briefing
We have cut our near-term growth forecasts, in part due to the spread of Delta, and are likely to fine-tune...
Research Briefing
We estimate world GDP surpassed pre-pandemic levels in Q2. But in recent weeks surging cases of the Delta variant have...
Research Briefing
The spread of the Delta coronavirus variant appears to have usurped inflation as the key concern. The Delta strain will...
Research Briefing
Our estimates suggest that house prices in advanced economies may be around 10% overvalued versus long-term trends, albeit with considerable...
Travel and tourism, like many other industries, had become highly globalised in the years leading up to the COVID-19 pandemic....
Research Briefing
Concerns within markets about the impact of the Delta variant on the economy is in our view warranted. We have...
Research Briefing
Although none of the big four central banks have started tapering their QE programmes yet, monetary aggregates are being pinched...
Research Briefing
New global cases of Covid-19 have fallen below the March lows and in many advanced economies, rapid vaccination programmes have...
Inflation has become the all-consuming focus of investors’ attention in recent weeks. On the surface the story is simple—transitory factors...
Research Briefing
A shift to a new policy regime with much higher and more volatile inflation is a possibility that can’t be...
Research Briefing
Despite a flattening of the yield curve and some position squaring of the socalled reflation trade, we believe our key...
Research Briefing
We believe now is the time to close out our tactical bullish GBP call, initiated in March, as the almost...
Research Briefing
Technical factors will push inflation up in the short-term and the fallout from the pandemic will raise inflation risks further...
Research Briefing
The latest US and China inflation numbers have been shrugged off by markets despite being a bit higher than expected.
Shigeto Nagai, Head of Japan Economics at Oxford Economics joins NHK World-Japan to discuss the economic outlook following the G7...
Research Briefing
After a weak Q1 for the global economy, our baseline forecast is for a strong growth rebound in Q2, and...
Research Briefing
Vaccines are the key to a safe and permanent transition to more normal conditions. But evidence from economies that already...
Research Briefing
Strong CPI figures in the US have intensified the debate about the inflation outlook, especially in the context of soaring...
Research Briefing
We think that recent inflation surprises are not evidence of a regime shift in price-setting behaviour. But the path for...
