Research Briefing
We don’t expect any policy changes to emerge from the October ECB meeting as key policy decisions are closely tied...
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
The week was full of events that could potentially become policy shakers. While the PMIs showed economic growth keeps cooling,...
Research Briefing
The recent escalation of the conflict between Poland and the European Union has significantly increased the odds of a decisive...
Research Briefing
Although the outlook for Sweden is strong with all restrictions removed, there are downside risks related to persistent supply-chain bottlenecks...
Research Briefing
Our new monthly Asia Pacific Recovery Tracker shows overall momentum stalling in recent months amid the Delta-driven surge in Covid...
Research Briefing
Inflation has been elevated in many Asian economies for several months now. Indeed, the Bank of Korea and the Monetary...
Research Briefing
We estimate France’s fiscal deficit in 2022 will be around €40bn wider than projected by the government in its draft...
Research Briefing
Repeatedly hawkish comments from BoE Governor Bailey suggest that the MPC is preparing the ground for a rate rise. Consequently,...
Research Briefing
The Housing Affordability Indices (HAIs) show affordability deteriorated in nearly all US and Canadian metros in Q2 2021 as home...
Research Briefing
The Danish economy expanded 2.8% q/q in Q2, sending GDP comfortably above its pre-pandemic level. As a result, we have...
Research Briefing
South Korea’s economy continues to recover despite the surge in Covid cases due to the Delta variant, and should enter...
Research Briefing
Finland’s GDP in the last few quarters has been revised up slightly, lifting our growth forecast for 2021. High-frequency indicators...
Research Briefing
Data for the UAE show inflation turned positive in August for the first time since December 2018, due to a...
Research Briefing
The UK economy made more progress in August in returning to its pre-Covid size. But supply-side friction and pressure on...
Research Briefing
It’s not runaway inflation, and it’s certainly not stagflation. In fact, the US economy is going through a bout of...
Research Briefing
In a surprise move, the Monetary Authority of Singapore today tightened monetary policy by slightly raising the slope of the...
Research Briefing
The US Recovery Tracker slipped to 97.5 in the week ended October 1, down 0.6pts from its post-pandemic high in...
Research Briefing
The US economy has lost some luster, but demand appears resilient in the face of lingering supply-chain disruptions.
Research Briefing
Our Recovery Tracker suffered a setback at September’s end, falling 1.1pts to87.6 after reaching a new pandemic high two weeks...
Research Briefing
Consumer spending took over as the driver of recovery in Q2. We expect similar gains in Q3, leaving spending 3%...
