Research Briefing
We expect widespread declines in inflation and interest rates in 2024 across advanced economies. A key differentiator, however, is that...
Inflation
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Displaying 1 to 20 of 679 results
One of our key macro calls for 2024 is our view that eurozone inflation will be lower than what the...
Research Briefing
We expect eurozone inflation will fall below the European Central Bank's target in H2 2024. This is one of our...
Research Briefing
We see the recent increase in term premia as explainable by the ongoing retreat of price insensitive foreign buyers, structurally...
Research Briefing
While the economy has expanded throughout 2023, uncertainty remains high and we are not ready to remove a recession from...
Research Briefing
Services inflation in the Eurozone has remained persistent and within this the price of travel related items such as international...
Research Briefing
The Bank of Japan (BoJ) maintained the policy rates at its September meeting, following a tweak in its yield curve...
Research Briefing
We still think that the US economy is headed for a slowdown at the turn of the year. Three factors...
Research Briefing
More than half of the African countries that we cover grapple with various degrees of debt distress, face unsustainable debt...
Research Briefing
As food tends to be purchased often and account for a large part in the consumption basket – 22% in...
Research Briefing
The impact of past policy tightening, the reduced availability of credit, and high (though moderating) inflation are creating a subdued near-term environment for global industry.
The world economy performed better in the final months of 2022 and early 2023 than might have been expected, given...
Research Briefing
We expect Latin America's six largest countries' combined GDP to expand 0.8% next year, down from our 1.8% forecast for...
Research Briefing
Most measures of inflation expectations eased in recent months, with the notable exceptions not as bad as they look. This...
Research Briefing
The data this week have done little to change the picture of an economy that remains resilient and a labor...
Research Briefing
Australia’s maintenance market is estimated to have increased to $53.5bn in FY22, driven by road rehabilitation following flooding along the...
Research Briefing
Business perceptions of the key threats to the global economy have shifted significantly, based on our latest Global Risk Survey....
Research Briefing
Our supply-chain stress tracker declined again in June and stood halfway below its year-ago level, signaling a massive improvement in...
Research Briefing
We have upgraded our forecasts for the Stockholm economy in 2023 as a result of a stronger than expected national...
Research Briefing
We have raised our aggregate GDP growth forecast for EMs in 2023 by 0.2ppts because most performed better than we...
