Research Briefing
For the first time in nearly a decade, Spain will see inflation average over 2% this year. Indeed, in the...
Research Briefing
For the first time in nearly a decade, Spain will see inflation average over 2% this year. Indeed, in the...
Research Briefing
The MPC now thinks CPI inflation could exceed 3% this year, with the risk of an even bigger overshoot of...
Inflation has become the all-consuming focus of investors’ attention in recent weeks. On the surface the story is simple—transitory factors...
Research Briefing
The US economy is unlikely to experience an inflation regime shift. But after a decade of glacial price rises in...
Research Briefing
Technical factors will push inflation up in the short-term and the fallout from the pandemic will raise inflation risks further...
Research Briefing
Rapid house price rises are feeding into a broader asset price boom that’s the strongest in decades and also unusually...
Research Briefing
Our June forecasts contained a substantial upward revision to growth in 2021 and 2022. We now forecast growth of 5.3%...
Research Briefing
The authorities’ decision to eschew lockdowns in the last 12 months has led to a steady return of mobility and...
Research Briefing
The latest US and China inflation numbers have been shrugged off by markets despite being a bit higher than expected.
Chief Economist for Australia Sarah Hunter from BIS Oxford Economics joins ausbiz to discuss what's transitory and and what's not....
Research Briefing
The eurozone is heading into a strong economic rebound this month, driven by a services sector boom as restrictions are...
Research Briefing
Inflation is on the rise in Asia following hefty commodity price increases, and it may in some economies even increase...
Research Briefing
Large price increases for commodities and China’s heavy industry output continue to worry businesses, markets, and policymakers. If these price...
Research Briefing
Inflation in advanced economies is set to rise this year to the highest rate in a decade. This has sparked...
Research Briefing
The public sector wage bill is one of South Africa’s largest line items on the expenditure side, accounting for roughly...
Research Briefing
Over the past year, we have consistently predicted higher inflation stemming from base effects, stronger activity in the wake of...
Research Briefing
The upside risks to our above-consensus view on eurozone inflation in 2021 are rising. However, we think that this primarily...
Research Briefing
Strong CPI figures in the US have intensified the debate about the inflation outlook, especially in the context of soaring...
Research Briefing
India’s new lockdown strategy, which is being led by states, seems to be working. The sustained decline in the daily...
Research Briefing
As we feared, the second coronavirus wave is playing havoc with India’s health system and more states have adopted stricter...