Research Briefing
The Russia-Ukraine war is set to have serious implications for wheat supply and food stability in Africa. Despite efforts by...
Macro
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Research Briefing
The strong performance of the Australian economy over the past six months has led to a sizeable revision of Treasury's...
Research Briefing
An array of data show that US and eurozone firms are currently experiencing particularly broad input cost shocks. Exceptional rises...
Asset Allocation and Investment Analysis
Research Briefing
Back to Resource Hub Research Briefing Eurozone: Energy price spike means “higher for longer” inflation Persistently high energy prices will...
Research Briefing
Back to Resource Hub Research Briefing | Feb 14, 2022 Data confirms modest hit from Omicron in the UK The...
Research Briefing
In a week with few economic data releases, the latest ECB communications turned the week tumultuous. It appears that worries...
Research Briefing
The Midwest and South are leading the surge in inflation nationally. While US CPI inflation averaged 6.7% y/y in Q4...
Brochure
You may be interested in Global Macro Service Monitor macro events and their potential impact. Find Out More → Global...
Brochure
You may be interested in African and Middle Eastern Cities Forecasts Comprehensive data and forecasts for major cities in Africa...
Research Briefing
This week’s talks between Russia, on one side, and on the other the US, NATO and the Organisation of Security...
Latin America’s economy enters the new year on a weakened footing. Our 2022 themes revolve around the inherent struggle between...
Research Briefing
The Q2 CPI data prompted a sharp re-evaluation of the outlook for inflation and interest rates across financial markets. We...
Research Briefing
Recent months have seen the favourable lending environment for households begin to tighten. Inflation concerns have bond markets pricing in...
Research Briefing
Favorable spending fundamentals among US consumers and a desire to make up for last year’s socially distanced holidays should add...
Research Briefing
Carbon pricing – either through a tax or an emissions trading scheme – will play an integral role in efforts...
Research Briefing
China's official manufacturing PMI fell 0.4 points to 49.2 in October, while the non-manufacturing PMI dropped to 52.4, from 53.2...
Research Briefing
Europe’s tourism sector made solid strides towards recovery this summer. In July, overnight stays reached just above 70% of 2019...
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 don’t expect any policy changes to emerge from the October ECB meeting as key policy decisions are closely tied...
