Research Briefing
Surveys are a staple of high-frequency economic indicators, but they have become less reliable in predicting hard economic data like...
High Inflation
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Research Briefing
The UK's house price correction has been mild so far and recent data has indicated the market may be more...
Research Briefing
Most measures of inflation expectations eased in recent months, with the notable exceptions not as bad as they look. This...
Research Briefing
Long-term forward rates have risen markedly in the US, eurozone, and UK over the past year, and now stand well...
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
The Federal Reserve knows that their mission to tame inflation isn’t complete, and odds are rising that the central bank...
Research Briefing
Surging inflation has dampened the outlook for consumer spending, which will contribute to a global recession over the coming months.
