Research Briefing
Our analysis of property total returns and inflation suggest that the apartment sector is best positioned to weather the inflation...
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 504 results
Research Briefing
We think the positive correlation between bond and equity returns will last as long as positive inflation shocks are cost-push...
Research Briefing
UK households face a severe squeeze on their finances this year and have limited scope to cushion the blow by...
Research Briefing
Inflation is running at a brisk pace and is set to pick up further in the coming quarters; supply disruption...
Research Briefing
Food inflation in Asia ex-China has risen 2.7ppts to 4.5% since October 2021. We expect the uptrend to continue into...
Research Briefing
A strong performance from March's services and construction PMIs offered some indication that the economy carried a degree of momentum...
Research Briefing
The minutes from the March ECB meeting showed that inflation continued to dominate Governing Council's discussions. The body remains split,...
Research Briefing
An upward revision to the estimate for Q4 2021 took the quarterly UK GDP series to within a whisker of...
Research Briefing
Survey data this week offer a glimpse into the European economy's post-invasion reality. The Economic Sentiment Index (ESI) reading for...
Research Briefing
US businesses are experiencing the hottest inflationary environment in 40 years, and those with the strongest pricing power will ride...
Research Briefing
Inflation is running at a brisk pace and is set to pick up further in the coming quarters; supply disruption...
Research Briefing
Russia's GDP is unlikely to return to pre-crisis levels until the early 2030s, according to our modelling. We expect Russia's...
Research Briefing
Eurozone consumer spending was poised to drive growth in 2022, but increasingly consumers' underpinnings have become shaky. While we still...
Research Briefing
We have lowered Sweden's growth for this year to 3.1% from 3.6% previously due to the fallout from Russia's invasion...
Research Briefing
The GCC countries have entered a period of higher interest rates - their US$ currency pegs mean regional central banks...
Research Briefing
Back to Resource Hub Research Briefing | Mar 15, 2022 Tourism effects of Russia’s war on Ukraine While Ukraine and...
Research Briefing
The last week has delivered little let-up in the energy price-driven supply shock to the UK economy triggered by Russia's...
Research Briefing
The recent economic indicators have been giving somewhat mixed messages about London’s economy. Taken as a whole they point to...
Research Briefing
Despite the economic headwinds and much increased uncertainty stemming from the Russian invasion of Ukraine the ECB decided to accelerate...
Back to Resource Hub Research Briefing | Mar 10, 2022 United Kingdom: While March rate hike remains on table, tone...
