Research Briefing
We have recently added CPI estimates for selected major metros in the US to our US Cities and Regions Service....
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
As expected, the BoJ maintained its policy rate at 0%-0.1% at Friday's meeting. With more confidence on the ongoing wage-driven...
Research Briefing
The impact of Red Sea shipping disruption on the eurozone economy continues to be limited, in line with our baseline...
Research Briefing
Reflecting a surprisingly strong Spring Negotiation result and weaker yen assumption, we have upgraded our baseline wage and inflation forecasts....
Research Briefing
We think the Riksbank will cut rates in May, before the Federal Reserve and the European Central Bank do so....
Research Briefing
Profit margins in the eurozone have largely dropped back towards their long-term pre-pandemic average, after they increased faster than wages...
Research Briefing
Taiwan was hit by the 7.2 magnitude earthquake on 3 April, the strongest in 25 years. However, the economic impact seems to be...
Research Briefing
A scenario where neither the Federal Reserve nor the European Central Bank cut rates in 2024 would reduce eurozone GDP...
Research Briefing
The Nordic economies will have a better 2024 than last year, but growth rates will diverge across the region. The...
Research Briefing
Our sentiment data suggests that the ECB's worries about sticky inflation driven by strong wage growth are misplaced. The sentiment...
Research Briefing
A slower fall in services inflation will partially offset the relatively stronger disinflationary forces in goods prices. We do not...
Research Briefing
Reaching net zero carbon emissions by 2050 would likely have a larger impact on economic activity initially in ASEAN5 countries...
Research Briefing
In this presentation deck, Innes McFee, Chief Global Economist, explains how the outlook for the year is cautiously optimistic. Over...
Research Briefing
After the sharp falls in eurozone inflation recently, a series of rate cuts this year by the European Central Bank...
Research Briefing
Disruption to shipping through the Red Sea now looks likely to keep transport costs elevated at least for the next...
Research Briefing
The Bank of Japan left both short-term and long-term policy rates unchanged at Tuesday's meeting as widely expected. The BoJ...
Research Briefing
The UK inflation outlook has been transformed by steep falls in oil and gas prices and the recent softening in...
Research Briefing
We assume the disruption to shipping caused by maritime attacks on commercial vessels in the Red Sea will be relatively...
A plunge in consumer spending in 2022-23 has been a key factor behind the poor performance of the Czech economy....
Research Briefing
China heads into 2024 with relatively loose policy settings, but private sector sentiment constrained by property pessimism. Policy efforts will...
