Research Briefing
Our nowcast suggests October's headline and core PCE inflation will be at their fastest monthly pace in six months and...
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
Our sticker-shock model of the 2024 presidential election accurately predicted the winner of nearly all 50 states and the District...
Research Briefing
We expect growth across the Nordic economies to pick up in the near term, with quarterly growth in Sweden and...
Event Global Economic Outlook Conference 2026 Navigating the crosscurrents of economic policy 28 January 2026 London in this page: The...
Consulting Report
The Burden of Unpredictable Excise Taxes & High Inflation on Beer Producers & Consumers in South Africa
Research Briefing
Our forecast is for solid growth in consumer spending over the next few years, but that is largely attributed to...
Research Briefing
The spotlight focused on this week’s consumer price report to see if it raises more questions about the Fed’s decision...
Research Briefing
Our nowcast of the US PCE deflators imply inflation is not falling as smoothly as we had anticipated. But it...
Research Briefing
The Bank of Japan maintained its policy rate at 0.25% during Friday's meeting. Although we still expect an additional rate...
Research Briefing
At Wednesday's policy meeting, the Bank of Japan (BoJ) raised the policy rate to 0.25% without clear evidence of wage-driven...
Research Briefing
Private consumption growth in the Philippines has slowed to its lowest rate since 2010 outside the pandemic period. The main...
The 2024 US Presidential Election is less than seven months away. In this week’s Beyond the Headlines, Bernard Yaros, Lead...
Research Briefing
Related Posts Takaichi’s big win doesn’t affect the fiscal outlook for Japan The ruling Liberal Democratic Party’s (LDP) landslide election...
Research Briefing
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Consulting Report
This report highlights the vulnerability of food production cost in ASEAN given the impending physical and transition risks of climate...
Research Briefing
The Monetary Policy Committee voted to keep Bank Rate at 5.25% at May's meeting, but it also sent a clear...
Research Briefing
More frequent adverse supply shocks mean eurozone inflation is likely to be more volatile and possibly higher on average in...
Research Briefing
The Federal Reserve will likely signal next week that its confidence that inflation is on a sustained path to 2%...
Research Briefing
Our baseline forecast for policy rates is consistent with central bankers continuing to focus almost exclusively on inflation. Their laser-like...
Research Briefing
A return to the sustained 'lowflation' of the 2010s is unlikely, in our view. But we also doubt that the...
