Research Briefing
Concerns have risen about financial market risks, centring around elevated asset valuations and high corporate debt. A lack of corporate...
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.
Research Briefing
Concerns have risen about financial market risks, centring around elevated asset valuations and high corporate debt. A lack of corporate...
Research Briefing
There’s a close race as the Bank of Canada weighs sticking with its successful flexible inflation targeting (FIT) or switching...
Research Briefing
The mainland economy advanced 1.4% q/q in Q2, lower than our 1.9%prediction. The final reopening of the economy has been...
Research Briefing
Retail sales fell sharply in July, but we don’t see this as a reason to turn bearish on the consumer...
Research Briefing
July’s fall in inflation is likely to represent only brief respite for consumers. After a larger than expected rise in...
Research Briefing
The flash release estimates that GDP expanded 2.2% in Q2, slightly better than our 2.1% estimate, pushing the Danish economy...
Research Briefing
Sweden’s economy grew by 0.9% q/q in Q2 according to the flash estimate. This was below our forecast and driven...
Research Briefing
Inventories – normally a strong predictor of the business cycle – are uncharacteristically low, even though global growth is at...
Research Briefing
A decent rise in GDP in Q2 confirmed hopes that the relaxation of Covidrestrictions would trigger a strong response from...
Research Briefing
Finland’s GDP for 2020 has been revised down, with a larger contraction in the first half of the year and...
Research Briefing
Headline CPI inflation rose 5.4% y/y in July 2021, but regional inflation is uneven, with prices up 5.9% y/y in...
Research Briefing
Saudi Arabia’s GDP rose 1.5% y/y in Q2 according to the flash estimate. This was mainly driven by a boost...
Research Briefing
Our Recovery Tracker recorded a second consecutive mild contraction in the week ending July 25, falling 0.3pts to 85. This...
Research Briefing
The rapid spread of the Delta variant has resulted in a third wave of Covid-19infections, almost as severe as the...
Research Briefing
We estimate world GDP surpassed pre-pandemic levels in Q2. But in recent weeks surging cases of the Delta variant have...
Research Briefing
Headline CPI inflation in Canada was up 3.1% y/y in June, and we expect that a transient release of pent-up...
Research Briefing
The PMIs for Saudi Arabia, the UAE and Qatar all remained in expansionaryterritory in July at 55.8, 54.0 and 52.2...
Research Briefing
The Delta coronavirus variant poses the greatest risk to the global economy, according to our latest survey of risk perceptions....
Research Briefing
The region with the strongest forecast GVA rise in 2021 is the East Midlands, with an 8.2% increase, closely followed...
Research Briefing
We see the strong pull back in long-term US yields since the peak of the reflation trade this year as...