Research Briefing
Our nowcast of the US PCE deflators imply inflation is not falling as smoothly as we had anticipated. But it...
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 504 results
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...
Research Briefing
We have recently added CPI estimates for selected major metros in the US to our US Cities and Regions Service....
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...
