Research Briefing
Finland’s GDP in the last few quarters has been revised up slightly, lifting our growth forecast for 2021. High-frequency indicators...
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 513 results
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%...
Research Briefing
Government support schemes have been hugely successful in mitigating the financial consequences of the pandemic to consumers. But at the...
Research Briefing
Inflation in the UK is set to peak higher for longer than we previously expected. But structural factors plus the...
Research Briefing
The global economic outlook appears to be deteriorating, according to our quarterly review of alternative measures of economic risk. Most...
Research Briefing
Electricity demand from the road vehicle sector is set to accelerate sharply in the coming decades, according to our new...
Research Briefing
High-frequency data on numbers of employees and median pay suggest that the Covid-19 pandemic has not made the ‘north-south divide’...
Research Briefing
The surge in European gas and electricity prices over recent months pushed energy prices to an all-time high in August,...
Research Briefing
The minutes of September’s MPC meeting were more hawkish, leading markets to price in a rate hike early next year....
Research Briefing
Notwithstanding Covid-related risks, we expect Asian currencies will show resilience in the face of tighter US monetary policy, particularly when...
Research Briefing
The role of the RMB is greatest where China is a major destination for manufacturing exports, suggesting that the degree...
Research Briefing
The recent broad-based rises in core inflation across a range of advanced economies has reopened the debate as to whether...
Research Briefing
The Bank of Japan left monetary policy unchanged at today’s meeting, maintaining short-term and long-term interest rates at current levels....
