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
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...
Research Briefing
Our new North America Housing Affordability Indices (HAIs) show affordability improved across the region early in the pandemic but will...
Research Briefing
We think that recent inflation surprises are not evidence of a regime shift in price-setting behaviour. But the path for...
Research Briefing
Saudi GDP fell 3.3% y/y in Q1 according to flash estimates, slightly weaker than we had expected. The decline was...
Research Briefing
Rising raw materials prices, supply-chain disruptions, and surging shipping costs are raising expenses for producers, boosting near-term global inflationary pressures....
Research Briefing
The rapidly swelling second wave has taken a big toll on the country’s health infrastructure. The health system has collapsed...