Research Briefing
Over the past year, we have consistently predicted higher inflation stemming from base effects, stronger activity in the wake of...
Inflation
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Displaying 1 to 20 of 686 results
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...
Research Briefing
While we expect broad US dollar strength in the rest of 2021, we still seemodest gains in the Korean won...
Research Briefing
The current spread of Covid-19 in the region has yet to be brought undercontrol, leaving us cautious over the prospects...
Research Briefing
March’s pickup in inflation will mark the beginning of a sharp rise over the next few months, as sizeable base...
Research Briefing
CPI inflation is set to rise well above the Bank of Canada’s 2% target this spring and will likely surpass...
Research Briefing
The coronavirus resurgence in India is raising concerns that the recovery could be derailed. With state governments reluctant to reintroduce...
Research Briefing
The US Recovery Tracker rose 1.3ppts to 88.1 in the week ended March 26 on gains across most of the...
Research Briefing
Despite the early-2021 rally reducing the previously glaring undervaluation of Sri Lankan bonds, they remain below fair value based on...
Over the past thirty years Richard Nixon’s famous comment “we are all Keynesians now” could hardly have rung more hollow....
Modern economic history since the 1970s is littered with episodes of oil shocks, with surging crude prices triggering global recessions....
