Research Briefing
The upcoming elections will affect the US economy beyond 2024 and are a major source of near-term uncertainty. Although we...
Inflation
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Displaying 1 to 20 of 686 results
Global travel recovery will continue in 2024 despite a slower economic backdrop. Many countries that were previously expected to endure...
Research Briefing
The Bank of Japan left both short-term and long-term policy rates unchanged at Tuesday's meeting. Amid a decline in global...
Research Briefing
Weak demand, profit margin compression, easing pipeline pressures, and abating supply bottlenecks mean we see core goods inflation strongly coming down...
Research Briefing
Indonesia's domestic demand has proved surprisingly resilient to monetary tightening in 2023, prompting multiple upgrades to our growth forecast this...
Research Briefing
Emerging market (EM) GDP growth will disappoint next year but EM central banks will reap the dividends of credible policies...
Research Briefing
Inflation will likely decelerate in 2024 as the impact of imported inflation wanes. We expect the Bank of Japan will...
Research Briefing
We expect widespread declines in inflation and interest rates in 2024 across advanced economies. A key differentiator, however, is that...
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...
