Research Briefing
Explore insights on the balanced labor market, productivity growth, and the Federal Reserve's interest rate outlook amidst evolving economic conditions.
Inflation
Are we now stuck in a high inflation world? Temporarily high inflation has lasted for longer than anyone predicted and inflation is set to rise further from here. Might we have actually entered into a new, higher, regime for inflation? Find out more about our GDP inflation forecast.
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Displaying 1 to 20 of 506 results
The Bank of Japan (BoJ) raised its policy rate from 0.75% to 1% on June 16 despite the uncertainty around...
Research Briefing
Supply-chain stress is rising, driven by air freight costs and geopolitical tensions. Explore the implications for prices and inflation in...
In this webinar, we'll provide our latest outlook for the global consumer landscape this year and an early preview of...
Research Briefing
The reform agenda is ambitious, but surging inflation, rising interest rates, and a $28.3bn underlying cash deficit set a challenging...
Research Briefing
Energy-driven supply shocks push Eurozone inflation higher, prompting expected ECB rate hikes despite weak demand.
Research Briefing
Warsh is in—but the real story is what comes next. Inflation is sticky, consumers are stretched, and the Fed may...
Research Briefing
We have raised our CPI forecast for Japan for this year and next, reflecting a revised profile for oil prices....
Research Briefing
The reopening of the Strait of Hormuz has eased oil market fears, pushing crude prices lower and offering potential relief...
Research Briefing
Refined fuel shortages are tightening Asia’s transport capacity, raising costs, and disrupting supply chains—from aviation to manufacturing. With inflation pressures...
Research Briefing
Rising energy prices are set to lift US PCE inflation to its highest level since 2023, with further pressure expected...
The conflict in the Middle East has fundamentally altered the economic outlook. Although the Nordic economies have a lower reliance...
Research Briefing
Oil prices are pulling back, but inflation pressures and weakening demand are starting to build. Is this just temporary relief,...
The 2026 severely adverse scenario introduces a more structured and transparent design, with a greater reliance on a published macroeconomic...
Research Briefing
Disruptions in the Strait of Hormuz and escalating Iran tensions are driving inflation and downside growth risks in Australia.
Research Briefing
Higher oil prices may lift short-term inflation expectations, but long-term expectations remain anchored near the Fed’s 2% target. This limits...
APACEconomic ImpactEnergyGrowthInflationIran ConflictTrade
The evolving global energy crisis is likely to exert meaningful – but differentiated – impacts across the region, where various...
The Middle East Conflict has triggered a surge in commodity prices and clouded the economic outlook for both Canada and...
Research Briefing
The disruption in oil prices due to the Iran conflict will have a disproportionate impact on low-income households, as they...
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.75% at its March meeting. We now project the central...
