Research Briefing
Notwithstanding Covid-related risks, we expect Asian currencies will show resilience in the face of tighter US monetary policy, particularly when...
Inflation risks
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Displaying 1 to 20 of 168 results
Research Briefing
The role of the RMB is greatest where China is a major destination for manufacturing exports, suggesting that the degree...
Research Briefing
At the September policy meeting, the CBR is likely to consider staying on hold or hiking its policy rate 25bp...
Research Briefing
Our ASEAN-6 growth tracker, which includes Indonesia, Malaysia, the Philippines, Thailand, Singapore, and Vietnam, points to a weak start to...
Research Briefing
Profitability has staged an impressive recovery, but the rise in Q1 operating margins to a 12-year high materially overstates corporate...
Research Briefing
We now expect the long-run nominal neutral policy rate – i.e., the rate at which the economy is in equilibrium...
Research Briefing
Elevated inflation is giving policymakers in Central and Eastern Europe headaches. Two of the regions’ outperformers, Poland and Hungary, are...
Research Briefing
Following record declines in 2020, we forecast strong 6.1% pa APAC GDP growth over the next two years. Nonetheless, the...
Research Briefing
Eurozone inflation is set to push above the ECB’s 2% target for the first time since 2018. But we think...
Research Briefing
The Reserve Bank of India (RBI) has played a key role in leading India’s pandemic policy response. While elevated inflation...
Commodity price surges were associated with spikes in inflation in the 1970s, but have not been so in recent decades....
Research Briefing
For the first time in nearly a decade, Spain will see inflation average over 2% this year. Indeed, in the...
Inflation has become the all-consuming focus of investors’ attention in recent weeks. On the surface the story is simple—transitory factors...
Research Briefing
Bahrain locked down again on 27th May after a surge in new Covid-19 cases, despite having one of the world's...
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
Rapid house price rises are feeding into a broader asset price boom that’s the strongest in decades and also unusually...
Research Briefing
Saudi Arabia’s GDP fell 3.0% y/y in Q1 according to newly released data, slightly less than preliminary estimates suggested. The...
Research Briefing
The authorities’ decision to eschew lockdowns in the last 12 months has led to a steady return of mobility and...
Research Briefing
The latest US and China inflation numbers have been shrugged off by markets despite being a bit higher than expected.
