Research Briefing
The Norway mainland GDP forecast has been raised 0.5ppts to 3% following a slight growth surprise in Q2 and a...
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 518 results
Our modelling suggests incorporating owner-occupied housing costs would lower eurozone headline inflation from Q3 2022 by 0.3ppts, with negative contributions...
Research Briefing
We have cut our 2023 GDP growth forecast for Finland by 0.3ppts to 0.5%. Although growth in Q2 remained resilient...
Research Briefing
We have increased our 2022 GDP growth forecast for Sweden by 0.4ppts to 2.4%, as growth in Q2 surprised on...
Research Briefing
We estimate consumer spending in the eurozone increased by 0.8% q/q in Q2, despite persistent elevated inflation denting real incomes...
Research Briefing
As European inflation reaches record levels, the impact varies across cities and regions. We estimate that most large European cities...
Research Briefing
The July Global Risk Survey was conducted at a time when central banks in major economies were sharply raising policy...
Research Briefing
As expected, the FOMC delivered its second consecutive 75bps rate hike, lifting the target range for the federal funds rate...
Research Briefing
Inflation is sufficiently elevated globally that even a month without any increase in prices still leaves inflation in most economies...
Research Briefing
The BoE today announced a 50bp rise in Bank Rate to 1.75%, despite publishing a forecast that suggests the UK...
Research Briefing
Higher inflation and weaker external demand as Europe battles with energy shortages have led us to lower our Norwegian mainland...
Research Briefing
The ECB's decision to hike rates, abandon forward guidance and introduce an anti-fragmentation tool appear to reflect a balancing act...
Research Briefing
The BoJ's quarterly Outlook Report revised up the median CPI forecast to 2.3% from 1.9% for FY2022, but estimates for FY2023 at 1.4% and FY2024 at 1.3% remain short of the BoJ's 2% target.
Research Briefing
Despite a better start to 2022 than previously estimated, we have kept our forecast for this year unchanged due to...
Research Briefing
We have kept our growth forecast for Sweden in 2022 largely unchanged but lowered it for next year to 1.6%...
Research Briefing
2022 is proving to be a very disappointing year for global GDP growth, with risks that the outlook could worsen....
Research Briefing
Increased borrowing costs are raising corporate default fears in the US, but we believe higher interest rates alone won't be...
Research Briefing
Supply chain dynamics improved for the third straight month in June, according to our tracker. Pressures eased most on the...
Research Briefing
We expect eurozone services prices to continue to rise sharply over the summer as the sector's recovery progresses. The ECB...
Research Briefing
Surging inflation across Europe has led us to lower the outlook for real growth in consumer spending this year, although...
