APACEconomic ImpactEnergyGrowthInflationIran ConflictTrade
The evolving global energy crisis is likely to exert meaningful – but differentiated – impacts across the region, where various...
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 490 results
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...
Research Briefing
Midterm voters seem to form their opinion around the economy in the summer and fall. How the economy, and especially...
Research Briefing
The Bank of Japan raised its policy rate by 0.25ppts to 0.75% at its meeting on Friday, which the dovish...
Research Briefing
We're raising our forecast for light vehicle sales to 15.7mn next year to reflect improving affordability, the new-car loan interest...
Research Briefing
Black and Hispanic households have experienced more inflation than other groups since the reopening of the economy from the pandemic...
Research Briefing
The US macroeconomic implications are minor, and the resulting reduction in inflation next year is no more than just a...
Research Briefing
The end of the government shutdown did not alter the broader economic trajectory, but it did create a sharp swing...
Research Briefing
We expect this holiday shopping season to be the strongest in four years, but it will be disproportionately driven by...
Research Briefing
A recent agreement to lower tariffs on Chinese imports by 10 percentage points has nudged the US effective tariff rate...
