Research Briefing
UK government's U-turns on tax cuts, the prospect of further fiscal policy tightening, and calmer financial markets mean the Monetary...
Inflation
Filter content
Type
Topic
Region
Industry
Service
Tag
Region
Displaying 1 to 20 of 677 results
Research Briefing
2023 is likely to be a difficult year for most Asian economies with growth slowdowns, stubborn inflation, and sticky policy...
Research Briefing
Central banks and many other forecasters may be underestimating the risk of persistently high inflation. While our view is that...
Our Housing Affordability Indices showed affordability worsened in the US and Canada in Q2 due to sharply higher mortgage rates....
Research Briefing
Anything but a 75bps hike of the ECB's key policy rates after next week's council meeting would be a big...
Research Briefing
Soaring debt costs across advanced economies threaten to push commercial real estate markets into distress. DM REITs are likely to...
Research Briefing
Debt costs continue to soar across advanced economies, threatening to push commercial real estate markets into distress. We believe that...
Research Briefing
Supply chain strains eased in September after increasing slightly in August. Transportation pressures subsided the most of all our tracker's...
Research Briefing
Further moderate downgrades to the near-term outlook for advanced economies (AEs) have pushed our global GDP forecast perilously close to...
As spiralling energy prices threaten to cause huge pain for consumers and businesses, governments across Europe are rolling out initiatives...
Research Briefing
According to the proposal of the German government's expert commission around half of the recently agreed €200bn fiscal package or...
Research Briefing
The September jobs data report and the August JOLTS offered some signs of a loosening in labor market conditions. Job...
Research Briefing
The National Bank of Poland (NBP) kept its policy rate unchanged at 6.75% yesterday, undershooting consensus and our expectation of...
Research Briefing
The pieces are almost in place for a high conviction OW on Asian local currency debt, but not quite. Indeed, we maintain a...
Research Briefing
As far as markets are concerned, the Fed's expected path of short term rates, peaking at 4.4% early next year,...
Research Briefing
Although easing restrictions in China have helped to reduce global supply chain pressures, we expect rising costs and weakening demand...
Research Briefing
The evidence of the past year shows that inflation has been far from transitory. But we still believe supply factors...
Research Briefing
The energy crisis took a dramatic turn this week after reports of several leaks in the gas pipelines Nordstream 1...
Research Briefing
Strong annual GDP growth figures for most major European cities do not tell the whole story in 2022 as the...
Research Briefing
While US policy rates will rise further in the near-term, the long-run neutral rate – the interest rate consistent with...
