Research Briefing
The government's announcement that the country's oil output will be reduced by 0.5 mn b/d in March is not a...
Inflation risks
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Displaying 1 to 20 of 168 results
Research Briefing
Since the pandemic, our view of the medium-term outlook has shifted to become more pessimistic on inflation and equity market...
Research Briefing
The Czech National Bank (CNB) kept the policy rate unchanged at 7% for the fourth consecutive meeting today, in line...
Research Briefing
While nearly every metro in Canada will experience at least a minor recession between Q4 2022 and Q3 2023, on...
Research Briefing
We doubt the surprise move from the Bank of Japan to expand the tolerance range for 10-year JGB yields to...
Research Briefing
Canada has likely just entered a moderate recession that will last for much of 2023.
Research Briefing
The easing in supply chain stress is an encouraging sign for the US inflation outlook, but conditions continue to drag...
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
The 2023 outlook for the Gulf Cooperation Council (GCC) region will not compare to this year's spectacular expansion. That said,...
Research Briefing
Tightening US financial conditions over the past year will likely trim 0.2ppts from Q4 2022 GDP growth.
Research Briefing
While few observers expect to see any growth surprise in Japan, some have started to wonder whether global inflation may...
Research Briefing
Over 2023, we expect global food, energy, and goods inflation to fall sharply. That said, the degree to which services...
Research Briefing
In a tough global environment, we are below consensus on advanced economy growth and anticipate most will fall into recession...
Research Briefing
There is no perfect measure of nominal wages – each has its own blemishes. So, we've created a wage tracker...
Research Briefing
We expect the MPC to raise Bank Rate at December's meeting. But recent UK developments, including calmer financial markets, a...
Research Briefing
We expect Asian currencies to stabilise, if not strengthen, versus the US dollar in 2023, as the Fed pauses hiking...
Research Briefing
We expect the UK economy to be in recession for most of 2023, with activity dragged down by falling real...
Research Briefing
The global cycle is now rolling over and even if the recession is likely to be mild, the subsequent recovery...
Research Briefing
Our baseline forecast is now for world trade in goods to decline by 0.2% in 2023, a considerable downgrade from...
Research Briefing
It's been a horrible period for EM portfolio debt flows. The better news is that broader capital flows to EMs...
