Research Briefing
France has dodged soaring price pressures better than its eurozone peers, but we think its inflation will fall more slowly.
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
In this new quarterly Research Briefing series, we answer the top five questions we've recently received from clients.
Research Briefing
Long-term forward rates have risen markedly in the US, eurozone, and UK over the past year, and now stand well...
Research Briefing
Inflation in Asia over the past year has by and large been a story of external supply shocks, rather than...
Research Briefing
After a mixed 2022, with post-pandemic recovery driving strong growth in the first half of the year, a recession over...
Research Briefing
While nearly every metro in Canada will experience at least a minor recession between Q4 2022 and Q3 2023, on...
Research Briefing
We doubt the surprise move from the Bank of Japan to expand the tolerance range for 10-year JGB yields to...
Research Briefing
The easing in supply chain stress is an encouraging sign for the US inflation outlook, but conditions continue to drag...
Research Briefing
We expect Central and Eastern Europe will start 2023 in a synchronized economic downturn, like the rest of the EU.
Research Briefing
The Federal Reserve knows that their mission to tame inflation isn’t complete, and odds are rising that the central bank...
Research Briefing
Tightening US financial conditions over the past year will likely trim 0.2ppts from Q4 2022 GDP growth.
Research Briefing
While few observers expect to see any growth surprise in Japan, some have started to wonder whether global inflation may...
Research Briefing
Over 2023, we expect global food, energy, and goods inflation to fall sharply. That said, the degree to which services...
Research Briefing
There is no perfect measure of nominal wages – each has its own blemishes. So, we've created a wage tracker...
Research Briefing
Gold prices have been under pressure since the beginning of 2022, as high US real rates increase the opportunity cost...
Research Briefing
Following a hard winter, we expect the Nordic economies to rebound from mid-2023 as falling inflation turns real incomes positive,...
Research Briefing
Surging inflation has dampened the outlook for consumer spending, which will contribute to a global recession over the coming months.
Research Briefing
Reopening pressures have increased, as recent protests test policymakers' resolve to stick to the current zero-Covid approach.
Research Briefing
Bank Indonesia raised its policy rate by 50 bps at its last meeting on November 17, making for a total...
Research Briefing
The global economic outlook has deteriorated, with downside risks threatening global real estate.
