Research Briefing
The CNB again left the policy rate unchanged at 7% at the November meeting, staying put for the third consecutive...
Research Briefing
The CNB again left the policy rate unchanged at 7% at the November meeting, staying put for the third consecutive...
Research Briefing
The BoE raised Bank Rate by 75bps to 3% at its November meeting, in line with our expectations and market...
Research Briefing
To no one's surprise, the FOMC raised interest rates by 75bps for a fourth consecutive meeting, lifting the target range...
Research Briefing
Central banks around the world are raising interest rates and shrinking balance sheets, but financial conditions are not under enough...
Research Briefing
Revisions to personal income and spending data suggest US households accumulated a smaller stock of excess savings and have depleted...
TradePrism is the most comprehensive forecasting service for trade. Offering 1200 product-level forecasts of trade between 46 major economies, and...
Research Briefing
Soaring debt costs across advanced economies threaten to push commercial real estate markets into distress. DM REITs are likely to...
Research Briefing
With Liz Truss's agenda of tax cuts and supply-side reforms dead before it had even begun, her resignation as UK...
Research Briefing
The new UK Chancellor's decision to reverse almost all September's mini-Budget tax cuts plus action to limit the cost of...
BoE governor Andrew Bailey's insistence that emergency support will end on Friday is an unsustainable position that we expect to...
Research Briefing
The National Bank of Poland (NBP) kept its policy rate unchanged at 6.75% yesterday, undershooting consensus and our expectation of...
Research Briefing
The pieces are almost in place for a high conviction OW on Asian local currency debt, but not quite. Indeed, we maintain a...
Research Briefing
As far as markets are concerned, the Fed's expected path of short term rates, peaking at 4.4% early next year,...
Research Briefing
Ecuador is no longer on track towards meeting the criteria imposed on it by the IMF to keep its US$6.4bn...
Research Briefing
After several days of huge UK financial market volatility, the BoE intervened at the long end of the gilt market...
Research Briefing
The energy crisis took a dramatic turn this week after reports of several leaks in the gas pipelines Nordstream 1...
Research Briefing
While US policy rates will rise further in the near-term, the long-run neutral rate – the interest rate consistent with...
Consulting Report
This study examines whether silver should be viewed as a distinct asset class that warrants a strategic investment allocation within...
Research Briefing
We forecast copper prices to fall over the next six months as global economic growth deteriorates and surging energy prices...
Research Briefing
We do not expect a long-lasting rebound in sterling (or gilts) anytime soon, given the lack of a credible fiscal...