The recent surge in inflation across the world—especially in European economies—has accelerated the hunt for assets perceived to yield inflation-protected...
Inflation
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Research Briefing
Surging inflation across Europe has led us to lower the outlook for real growth in consumer spending this year, although...
Research Briefing
Asian cities are facing several challenges to economic growth, including the slowdown of the Chinese economy, supply chain problems, and...
Research Briefing
The short-term outlook for China's major cities has deteriorated further since our last release in March. While the global surge...
Research Briefing
Memories of the inflationary tsunami that hit the UK in the 1970s have been rekindled by inflation surging to a...
Research Briefing
After negotiating the Omicron wave in Q1, Canadian households in all provinces are now facing high inflation and—as we expected—the...
Research Briefing
We have raised our inflation forecast for the GCC to average 3.2% this year, up from our projection of 2.8%...
Research Briefing
Central banks have changed the way they react to economic conditions, largely focussing on current inflation and its impact on...
Research Briefing
The ground has shifted and cheap budget funding in frontier markets is a thing of the past. In the current...
Research Briefing
We have increased our 2022 GDP growth forecast for Finland to 1.8% from 1.5% last month, due to a stronger-than-expected...
The Federal Reserve is worried about inflation and has made a big step to tackle it, raising the federal funds...
Research Briefing
Denmark's inflation outlook is deteriorating rapidly. With the EU announcing plans to wind down imports of Russian oil, higher-for-longer oil...
Research Briefing
We have lowered Sweden's growth outlook for this year to 2.1% from 2.6% last month, a move largely driven by...
Research Briefing
The message sent by May's UK PMIs of an economy suffering a loss of momentum but still under strong inflationary...
Research Briefing
The global economic environment has shifted with international price inflation surging, monetary conditions being aggressively tightened, and a number of...
Research Briefing
As expected, the ECB council agreed to end the era of nonstandard monetary policy measures by September as it gears...
Research Briefing
High inflation and a tight jobs market, muddied by signs of sagging momentum in the UK economy, present a complicated...
Research Briefing
The global economic outlook has deteriorated in the last quarter. With the Russia-Ukraine war the major concern.
Research Briefing
The National Bank of Poland (NBP) hiked the policy rate by 75bps at yesterday's meeting, in line with both our...
Research Briefing
Despite headwinds to the eurozone economy, the tourism sector continues to shine bright. Our high-frequency Tourism Tracker suggests overnight stays...