Research Briefing
Our indicators suggest global economic sentiment is improving despite the impact of higher interest rates, geopolitical uncertainty, and the squeeze...
Inflation
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Displaying 1 to 20 of 696 results
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...
Research Briefing
Supply chain stress fell at the beginning of the year and further easing is likely due to weaker domestic and...
Research Briefing
Even without rate hikes, central banks' monetary policies can effectively tighten if the nominal neutral rate falls below the policy...
Research Briefing
France has dodged soaring price pressures better than its eurozone peers, but we think its inflation will fall more slowly.
Research Briefing
In this new quarterly Research Briefing series, we answer the top five questions we've recently received from clients.
Research Briefing
Long-term forward rates have risen markedly in the US, eurozone, and UK over the past year, and now stand well...
Our baseline economic outlook now assumes a mild US recession beginning in the second quarter of 2023. Despite recent moderation,...
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
Supply-chain stress continues to recede, boding well for inflation and lending some upside risk to our near-term growth outlook.
The World Economic Forum’s annual risk survey shows that climate inaction makes up the top four of its 10 most...
Research Briefing
The latest Beige Book revealed an economy that on balance was treading water heading into 2023.
Research Briefing
The Bank of Japan maintained its monetary policy settings at today’s (18th Jan) meeting. At the same time, the BoJ...
Research Briefing
Inflation in Asia over the past year has by and large been a story of external supply shocks, rather than...
Research Briefing
In December, the Bank of Japan surprised markets by widening the allowance corridor for the 10-year JGB yield target, aiming to fortify its Yield Curve Control policy. The shift effectively results in a tightening of monetary policy, although we think the impact on growth will be limited.
Research Briefing
Carbon price policies vary in design and scope. To make prices comparable, we calculate an emissions-weighted average price or "effective...
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
Though a correction in values is firmly underway for European commercial real estate markets, we believe the worst is yet...
Research Briefing
Metal prices ended 2022 lower than they started the year, despite the Russian invasion of Ukraine initially causing prices to...
Research Briefing
Growth in the labour supply in advanced economies has been significantly weaker since the start of 2020 than prior to...
