Research Briefing
After expanding strongly in Q2, global GDP growth slowed in Q3 in response to the Delta disruption and ongoing supply...
Inflation
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Displaying 1 to 20 of 696 results
Research Briefing
The ZEW and the Sentix for November surprised on the upside, showing thatinvestors are increasingly confident about the future even...
Research Briefing
Supply chain disruption, a new pattern of consumption and the tricky transition from public to private demand mean that 2022...
Research Briefing
Eurozone headline inflation has risen substantially, with underlying pressures becoming more broad-based. But we think the impact on consumer spending,...
Research Briefing
Our eurozone Recovery Tracker recorded a small increase over the two weeks ended October 24, rising 0.3pts to 88.0, just...
Research Briefing
With inflation in Spain hitting a 30-year high, fears of an inflationary cycle are rising. However, the transition from the...
Research Briefing
Monthly data continues to show a gradual but persistent slowdown in economic activity moving deeper into Q4. While we still...
Research Briefing
The National Bank of Poland (NBP) hiked its policy rate by 75bps to 1.25% at yesterday’s meeting. Although some tightening...
Research Briefing
The government has announced a record spending plan in the 2022 Budget to spur the post pandemic recovery. Measures include...
Research Briefing
GDP for the eurozone surprised on the upside in Q3 with growth of 2.2% q/q, slightly up from Q2. The...
Research Briefing
The Bank of Japan (BoJ) left monetary policy unchanged at today’s (28th October) meeting, retaining current short- and long-term interest...
Research Briefing
The CBR today surprised the market and us with a 75bp hike, which brought the policy rate to 7.50%. The...
Research Briefing
We have lowered our 2021 mainland GDP growth forecast to 3.9% from 4.1% previously after a softer-than-expected expansion in July....
Research Briefing
We don’t expect any policy changes to emerge from the October ECB meeting as key policy decisions are closely tied...
Research Briefing
The week was full of events that could potentially become policy shakers. While the PMIs showed economic growth keeps cooling,...
Research Briefing
Although the outlook for Sweden is strong with all restrictions removed, there are downside risks related to persistent supply-chain bottlenecks...
Research Briefing
We estimate France’s fiscal deficit in 2022 will be around €40bn wider than projected by the government in its draft...
Research Briefing
Repeatedly hawkish comments from BoE Governor Bailey suggest that the MPC is preparing the ground for a rate rise. Consequently,...
Research Briefing
The Housing Affordability Indices (HAIs) show affordability deteriorated in nearly all US and Canadian metros in Q2 2021 as home...
Research Briefing
We have cut our global GDP growth forecasts again, and now have reduced our 2021 estimate by a total of...
