The supply-shocks era (2020-23) represented the first time in a generation where inflation significantly eroded the real value of global...
Supply Shocks
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Research Briefing
The supply-shocks era represented the first time in a generation where inflation significantly eroded the real value of global public...
Research Briefing
Emerging market (EM) central banks' credibility to restrain inflation over the medium-term horizon remains intact despite the tests it's been...
Research Briefing
Emerging market (EM) GDP growth will disappoint next year but EM central banks will reap the dividends of credible policies...
Research Briefing
Even as commercial real estate investment declines, there are still pockets of opportunity in the sector and we think those...
Research Briefing
We expect Latin America's six largest countries' combined GDP to expand 0.8% next year, down from our 1.8% forecast for...
Research Briefing
Monetary policy is at a critical juncture. After decades of low and stable inflation, the seismic supply adverse shocks and...
Research Briefing
Providers of technology services benefitted from the coronavirus pandemic. Structural changes impacted virtually all industries worldwide, causing investment into the...
Research Briefing
Shortages have supported a wave of inventory rebuilding in the US this past year. But with inventories now above normal...
Research Briefing
In this new quarterly Research Briefing series, we answer the top five questions we've recently received from clients.
Research Briefing
Supply-chain stress continues to recede, boding well for inflation and lending some upside risk to our near-term growth outlook.
Research Briefing
Major shocks over the past two years have prompted US manufacturing firms to rethink their supply chains, with greater inventory...
Research Briefing
The easing in supply chain stress is an encouraging sign for the US inflation outlook, but conditions continue to drag...
Research Briefing
The Federal Reserve knows that their mission to tame inflation isn’t complete, and odds are rising that the central bank...
Research Briefing
The G7 and the European Union (EU) hope to keep Russian oil exports on the market and prevent global oil...
Research Briefing
We anticipate most advanced economies will fall into recession in 2023 and global growth will be weaker than the consensus...
Research Briefing
The strength of the US labor market, as demonstrated by the increase in job openings in September, will frustrate the...
Research Briefing
Fiscal policy has begun to play a more active part in business cycle management. But while its role in pushing...
Research Briefing
Central banks have changed the way they react to economic conditions, largely focussing on current inflation and its impact on...
