Research Briefing
Amid deadlock within OPEC+, speculation is rising that Saudi Arabia and the UAE have reached a compromise over production quotas,...
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 491 results
Research Briefing
Another upside inflation surprise points to the CPI measure peaking much higher than we previously thought. But June’s rise in...
Research Briefing
We have raised our 2021 GDP growth forecast to 3.1% from 2.6% previously to reflect a revised softer economic decline...
Research Briefing
Following a mild contraction in Q1, the Finnish economy is now in the earlystages of a broad-based recovery. Most national...
Research Briefing
The government’s announcement that most of the remaining Covid restrictions are likely to be removed on July 19 has bolstered...
Research Briefing
The transition to a greener economy through changes in government climate policy, technology, investment, and consumer preferences will fuel huge...
Commodity price surges were associated with spikes in inflation in the 1970s, but have not been so in recent decades....
Research Briefing
For the first time in nearly a decade, Spain will see inflation average over 2% this year. Indeed, in the...
Research Briefing
The MPC now thinks CPI inflation could exceed 3% this year, with the risk of an even bigger overshoot of...
Inflation has become the all-consuming focus of investors’ attention in recent weeks. On the surface the story is simple—transitory factors...
Research Briefing
A shift to a new policy regime with much higher and more volatile inflation is a possibility that can’t be...
Research Briefing
Hard data indicate a positive start to Q2, and we expect the economy tostrengthen further through the summer. While a...
Research Briefing
The Colombian economy is finally showing hints of an inflation build-up, with monthly CPI rising above its seasonal average in...
Research Briefing
Bahrain locked down again on 27th May after a surge in new Covid-19 cases, despite having one of the world's...
Research Briefing
The US economy is unlikely to experience an inflation regime shift. But after a decade of glacial price rises in...
Research Briefing
We believe now is the time to close out our tactical bullish GBP call, initiated in March, as the almost...
Research Briefing
Technical factors will push inflation up in the short-term and the fallout from the pandemic will raise inflation risks further...
Research Briefing
Rapid house price rises are feeding into a broader asset price boom that’s the strongest in decades and also unusually...
Research Briefing
Saudi Arabia’s GDP fell 3.0% y/y in Q1 according to newly released data, slightly less than preliminary estimates suggested. The...
Research Briefing
Our June forecasts contained a substantial upward revision to growth in 2021 and 2022. We now forecast growth of 5.3%...
