Research Briefing
March’s pickup in inflation will mark the beginning of a sharp rise over the next few months, as sizeable base...
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
Sweden’s economy looks increasingly resilient to the latest round of activity restrictions. Despite stricter lockdown measures and a slow vaccine roll-out, Swedish...
Research Briefing
After spending over $5tn in cumulative cyclical fiscal relief, Congress is now contemplating President Joe Biden’s structural stimulus package worth...
Research Briefing
Asian currencies have broadly struggled in recent months due to the strengthening of the US dollar on the back of...
Research Briefing
Although February saw GDP make only a modest advance in exiting a Covidshaped hole, the month’s 0.4% m/m rise in...
Research Briefing
CPI inflation rates will remain volatile in 2021, with both headline and coremeasures set to spike to the top of...
Research Briefing
Lockdown measures likely caused the economy to contract by 1.5% in Q1, but we see growth recovering strongly throughout the...
Research Briefing
The US Recovery Tracker rose 0.8ppts to 89.1 in the week ended April 2, the sixth straight rise. Another week...
Research Briefing
Could fiscal stimulus lead to economic overheating? Our assessment suggests that while that’s a risk, it’s not a foregone conclusion,...
Research Briefing
CPI inflation is set to rise well above the Bank of Canada’s 2% target this spring and will likely surpass...
Research Briefing
With the government confirming that non-essential retailers and outdoor hospitality will reopen in England on Monday, our forecast of a...
Research Briefing
The coronavirus resurgence in India is raising concerns that the recovery could be derailed. With state governments reluctant to reintroduce...
Research Briefing
The US Recovery Tracker rose 1.3ppts to 88.1 in the week ended March 26 on gains across most of the...
Research Briefing
Despite the early-2021 rally reducing the previously glaring undervaluation of Sri Lankan bonds, they remain below fair value based on...
Research Briefing
Emerging market currencies tend to move with the economic cycle. Consequently, after losing ground in 2020, they have recently shown...
Research Briefing
Q4’s national accounts revealed GDP falling not quite as far short of pre-Covid levels as previously believed. And a reversion...
Research Briefing
The unexpected resilience of house prices last year sets 2021 up to be another year of rising values. But unsupportive...
Research Briefing
The total Cairenes consumer spending is estimated at $79.2bn in 2020, with Cairo also being one of the few cities...
Research Briefing
Urbanisation and pockets of increased socio-economic development have resulted in African cities becoming hotspots from a consumer spending perspective. This...
Research Briefing
An array of metrics points to improved global prospects, based on our latestreview of alternative gauges of economic risk. All...
