Research Briefing
Rising odds of an early rate hike have brought the BoE’s guidance on when it will start reversing course on...
Financial markets
Filter content
Type
Topic
Region
Industry
Service
Tag
Region
Displaying 1 to 20 of 621 results
Research Briefing
The week was full of events that could potentially become policy shakers. While the PMIs showed economic growth keeps cooling,...
Research Briefing
The recent escalation of the conflict between Poland and the European Union has significantly increased the odds of a decisive...
Research Briefing
The pandemic and a fragile political base will provide little room for new PM Fumio Kishida to make drastic changes...
Research Briefing
The outlook for retail demand is mixed. As lockdowns ease, relaxed tradingrestrictions will drive sales. However, this will also facilitate...
Research Briefing
We estimate France’s fiscal deficit in 2022 will be around €40bn wider than projected by the government in its draft...
Research Briefing
Finland’s GDP in the last few quarters has been revised up slightly, lifting our growth forecast for 2021. High-frequency indicators...
Research Briefing
Data for the UAE show inflation turned positive in August for the first time since December 2018, due to a...
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
In a surprise move, the Monetary Authority of Singapore today tightened monetary policy by slightly raising the slope of the...
Research Briefing
Necessity and opportunity allowed African issuers to expand their public debt positions markedly since the Covid-19 pandemic hit. The sharp...
Research Briefing
We still think India’s recovery will be subdued in H2 2021, despite a significant pick-up in vaccinations from August. The...
Research Briefing
Electricity demand from the road vehicle sector is set to accelerate sharply in the coming decades, according to our new...
Research Briefing
Revisions in Q2’s national accounts showed the economy responding more strongly to exiting lockdown than initially thought. At the same...
Research Briefing
While the potential collapse of Chinese property firm Evergrande matters, it doesn’t signal a ‘Lehman moment’ that might spark global...
Research Briefing
The Australian government is facing growing pressure on several fronts to solidify lower carbon emission targets. If left unchecked, these...
Research Briefing
Private bank credit contracted 2.7% in 2020 in Indonesia and continued to decline on a year-on-year basis through most of...
Despite another shift in the Covid-19 situation across Europe, national governments have largely resisted imposing new lockdowns, and our short-term...
Research Briefing
The federal election has seen a further fragmentation of the vote, which has left Germany with an inconclusive result. A...
Research Briefing
Indian households have hoarded savings through the Covid crisis, although to a lesser extent than the rest of the world....
