Research Briefing
The reopening of the Strait of Hormuz has eased oil market fears, pushing crude prices lower and offering potential relief...
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.
Filter content
Type
Topic
Region
Industry
Service
Tag
Region
Displaying 1 to 20 of 498 results
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...
Research Briefing
In response to the US-Iran war, we've downgraded our forecast for GCC real GDP growth by 1.8ppts to 2.6% for...
The Iran conflict is already causing a wide-range of forecast impacts, from energy markets and inflation, to both regional and...
Research Briefing
Energy prices are pushing inflation higher in the UK and Eurozone, undermining the idea that central banks can simply look...
Research Briefing
Our January PCE nowcast points to a slightly stronger monthly gain than seen in the CPI report, with headline PCE...
Research Briefing
RESEARCH BRIEFING Rates to move higher as inflation refuses to play ball in Australia Strong inflation and jobs data delay...
Research Briefing
While Kevin Warsh, the Trump administration's nominee for Federal Reserve chair, was a more hawkish member of the Federal Open...
Research Briefing
In our upcoming February forecast update, we'll stick to our expectation of a primary fiscal deficit of 2%-3% of GDP...
Research Briefing
The data released over the past week don't warrant changes to our latest baseline forecast for growth to improve this...
