Research Briefing
Central banks have changed the way they react to economic conditions, largely focussing on current inflation and its impact on...
Price Inflation
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Research Briefing
The ground has shifted and cheap budget funding in frontier markets is a thing of the past. In the current...
Research Briefing
Treasury yields rocketed higher and the curve flattened sharply last week as rate hike expectations jumped. The 2-year yield jumped...
Research Briefing
The global economic environment has shifted with international price inflation surging, monetary conditions being aggressively tightened, and a number of...
Research Briefing
The quantitative easing (QE) programmes undertaken by the leading global central banks since the global financial crisis (GFC) have changed...
Research Briefing
Along with energy prices, global food prices have emerged as a key driver of the eurozone's current inflationary surge. Like...
Research Briefing
Australia's terms of trade (the ratio of export prices to import prices) increased sharply through the pandemic due to a...
Research Briefing
Inflationary pressures continue to build, with input costs rising at a rapid pace. The economic landscape is also constantly shifting:...
Research Briefing
Higher international food prices will have a more aggressive impact on African CPI readings than those in advanced economies. This...
Research Briefing
Russia's invasion of Ukraine is being felt throughout the global economy, but few places are as exposed to its impact...
Research Briefing
The Bank of Japan (BoJ) left monetary policy unchanged at today’s meeting, maintaining current short- and long-term interest rates. Commodity...
Research Briefing
Our US supply-chain stress tracker offers some encouraging news to kick off the new year. However, logistics bottlenecks remained.
Research Briefing
Canada’s full economic recovery from the pandemic has been delayed, notderailed. The economy continues to benefit from reopening amid highvaccination...
Research Briefing
Our US supply-chain stress tracker points to less stress in November. Still, while transportation challenges eased, they remained the greatest...
Research Briefing
We see little evidence that the outlook for underlying inflation in the eurozone is much changed from a few months...
Research Briefing
It’s not runaway inflation, and it’s certainly not stagflation. In fact, the US economy is going through a bout of...
Research Briefing
The surge in European gas and electricity prices over recent months pushed energy prices to an all-time high in August,...
Research Briefing
Our new supply-chain stress indicator reveals the US economy faces escalating supply-side challenges. Transportation logjams are the greatest point of...
Research Briefing
We remain bullish on the outlook for the Canadian economy over the next two years despite a surprising contraction in...
Research Briefing
The US economy is past its peak, but that doesn’t mean the recovery is headed into reverse. While a deteriorated...
