Research Briefing
A less positive economic outlook and rising downside risks are threatening the global real estate recovery. Our baseline forecast is...
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
Diminishing economic disruption and uncertainty, stemming from the pandemic and ensuing supply-side bottlenecks, bode well for a still-strong recovery in...
Research Briefing
The surge in Covid cases continues across Europe, prompting governments to announce new restrictive measures that will impact economic growth...
Research Briefing
The Q2 CPI data prompted a sharp re-evaluation of the outlook for inflation and interest rates across financial markets. We...
Research Briefing
We see China’s economy entering 2022 with weaker growth. Our forecast has GDP growth dipping to 3.6% y/y in Q4...
Research Briefing
After enduring one of the deepest downturns in 2020, the UK has enjoyed one of the strongest rebounds in 2021....
Research Briefing
Recent months have seen the favourable lending environment for households begin to tighten. Inflation concerns have bond markets pricing in...
Research Briefing
We anticipate 2022 will be a ‘MESSI’ (Moderating Expansion with Sticky Supply-driven Inflation) year for the US economy. After experiencing...
Research Briefing
The eurozone pushed on with a strong recovery in 2021, but in many ways that’s been the easy part. With...
Our 2021 mainland GDP growth forecast remains unchanged at 3.9% after the 2.6% Q3 expansion was broadly in line with...
Research Briefing
Ordinarily, the strength of recent survey evidence would have tilted the balance further toward a rise in Bank Rate next...
Research Briefing
The received wisdom that real estate is a good inflation hedge is an oversimplification. This is revealed by our two...
Research Briefing
Back to Resource Hub Research Briefing | Nov 23, 2021 Europe’s labour shortages – not all equal Although reported labour...
Research Briefing
As Covid cases continue to rise in Europe, some governments have started to introduce new restrictions, while others have been...
Research Briefing
Civil war in Ethiopia has put the country on a different developmental trajectory. International and regional stakeholders cautioned that Ethiopia...
Research Briefing
Ethiopia has declared a state of emergency as the government confronts an amalgamation of forces from the Tigray People's Liberation...
Research Briefing
We see little evidence that the outlook for underlying inflation in the eurozone is much changed from a few months...
Research Briefing
According to the advance estimate, Q3 GDP exceeded expectations with a 2% expansion. While this figure is subject to revision,...
Research Briefing
We concur with the central bank’s (BSP) view that the current rise in inflation in the Philippines is for the...
Research Briefing
Finland’s GDP rose 0.9% in Q3 based on the flash estimate, in line with our forecast. High-frequency indicators show that...
