Research Briefing
We expect 10-year bund yields to increase towards 2.8% by late 2026, as the term premium remains around 1.1% and...
Research Briefing
We expect 10-year bund yields to increase towards 2.8% by late 2026, as the term premium remains around 1.1% and...
Saudi Arabia's Q1 GDP was revised upward to 3.4% year-on-year, driven by a robust 4.9% expansion in the non-oil sector.
Research Briefing
We believe the recent sell-off in the dollar and US assets stems from cyclical pressures linked to tariffs and market...
Consulting Report
Sustainable finance is not merely a climate imperative but a development necessity. As climate risks intensify, Africa must urgently mobilise...
Research Briefing
We expect Japan's fiscal outlook to deteriorate due to weak economic growth and pressure on the government to implement fiscal...
Despite the recent unwinding of the selloff in high-yield credit triggered by the April 2 Liberation Day tariffs, we remain...
Consulting Report
Capgemini leveraged custom macro and insurance market forecasts from Oxford Economics for their latest P&C insurance flagship report.
Webinar
La hausse historique des droits de douane décidée par l’administration américaine en avril compromet la stabilité de l’économie mondiale. L’économie...
Research Briefing
The rise in bond yields reflects fiscal concerns, higher risk premia, shifting investor preferences, and idiosyncratic factors.
OPEC+ is considering another 411,000 b/d output hike for July, with a decision expected on May 31. If confirmed, this...
Despite a stronger-than-expected start to the year, the Eurozone economy remains on a weak footing as global trade tensions escalate.
Research Briefing
The scale of the US tariffs announced on April 2 suggests the economic impact on the Eurozone will be swift....
Research Briefing
Our sentiment data-based nowcast, developed with Penta, suggests UK employment growth has continued to slow in recent months.
To really understand exposure to risk, you need to look at how a business interacts with the broader economy.
OPEC+ announced a higher-than-expected oil production hike for June, adding 411,000 b/d to the market. This marks a pivot from...
In this webinar, we outline some of the recent changes to our global economic forecasts, assess the extent to which...
S&P has affirmed Turkey’s BB- credit rating with a stable outlook, cautioning that recent political events could have lasting economic...
Kuwait’s inflation rate eased to 2.4% in March, while Oman’s inflation dropped to 0.5% from 1%, driven by weaker food...
Webinar
The rapid shift of the US towards protectionism under President Trump will have significant impacts on the eurozone economy.
Consulting Report
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