Research Briefing
In our view, the IMF's recent downgrade of its global GDP growth forecast looks too optimistic. The IMF estimates that...
Global growth
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Displaying 1 to 20 of 43 results
Research Briefing
Further moderate downgrades to the near-term outlook for advanced economies (AEs) have pushed our global GDP forecast perilously close to...
Research Briefing
According to the proposal of the German government's expert commission around half of the recently agreed €200bn fiscal package or...
Research Briefing
Growth across advanced Asia Pacific cities is slowing down in 2022's second half, and their full-year growth rates will trend...
Research Briefing
Strong annual GDP growth figures for most major European cities do not tell the whole story in 2022 as the...
Research Briefing
We forecast copper prices to fall over the next six months as global economic growth deteriorates and surging energy prices...
Research Briefing
2022 is proving to be a very disappointing year for global GDP growth, with risks that the outlook could worsen....
Research Briefing
Global economic uncertainty remains elevated, despite an easing in concerns about the fallout from war. Evidence suggests risks to growth...
Research Briefing
Risks to the global economy remain skewed to the downside, based on our latest survey of risk perceptions. But businesses...
Research Briefing
Central banks have changed the way they react to economic conditions, largely focussing on current inflation and its impact on...
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...
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...
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...
