Research Briefing
The easing in supply chain stress is an encouraging sign for the US inflation outlook, but conditions continue to drag...
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Displaying 1 to 20 of 142 results
Research Briefing
The outlook for Latin America changed dramatically after Russia's invasion of Ukraine last February.
Research Briefing
Our baseline forecast is now for world trade in goods to decline by 0.2% in 2023, a considerable downgrade from...
Research Briefing
Timely October trade data from North Asia are flashing warning signs that Asia's export downturn is gathering momentum. We think...
Research Briefing
Russia's quick U-turn over its earlier decision to suspend participation in the Black Sea grain initiative suggests that pressure from...
Russia's decision to halt its participation in the UN-brokered Black Sea grain deal risks a renewal of global food price...
Research Briefing
We believe 2023 is likely to be a difficult year for nearly all Asian economies. Growth should slow everywhere, except...
Research Briefing
Supply chain strains eased in September after increasing slightly in August. Transportation pressures subsided the most of all our tracker's...
Research Briefing
Data for Q3 on the volume of China's imports of crude from Russia show a drop against the June level....
Research Briefing
Manufacturing hubs in South East Asia are set to benefit from firms hedging against ongoing US-China frictions, in our view,...
Research Briefing
Ukraine's successful counteroffensive in Kharkiv in the north-east of the country has stoked hopes of a Ukraine victory and perhaps...
Research Briefing
The Norway mainland GDP forecast has been raised 0.5ppts to 3% following a slight growth surprise in Q2 and a...
Research Briefing
Higher inflation and weaker external demand as Europe battles with energy shortages have led us to lower our Norwegian mainland...
Research Briefing
With its Black Sea ports under blockade, Ukraine's grain silos are brimming with millions of tons of cereals, with no...
Research Briefing
Monthly data from Russia's trading partners indicate a rapid reorientation of Russian exports towards Asian markets. In particular, the data...
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 quantitative easing (QE) programmes undertaken by the leading global central banks since the global financial crisis (GFC) have changed...
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
Globalisation has started to level off since its heyday prior to the global financial crisis. But while the Russia-Ukraine war...
Research Briefing
The Russia-Ukraine war is set to have implications for economies across the globe and African markets won’t be spared.
