Research Briefing
Turkey’s unpredictable macro policies could leave the treasury with a sizeable bill stemming from FX-protected lira deposits. The baseline for...
Monetary policy
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Research Briefing
The banking sector has proved resilient during the pandemic, and eurozone banks will continue to play a significant role supporting...
Research Briefing
Inflation prospects will again dominate the upcoming ECB meeting. We do not expect any clear policy signals or decisions given...
Research Briefing
Whether or not the MPC raises Bank Rate in February is close to a 50:50 call. We marginally favour a...
The release of the ECB December meeting minutes confirmed that inflation remained at the forefront of the Governing Council’s discussions...
Research Briefing
The Bank of Japan (BoJ) left monetary policy unchanged at today’s meeting, maintaining current short- and long-term interest rates. Commodity...
Research Briefing
Despite the uncertainty caused by the surge in Omicron cases, the BoE raised interest rates to 0.25% this week. This...
Research Briefing
The spread of Omicron across Europe will probably see a surge in infections over the coming weeks that could surpass...
Research Briefing
The ECB took significant steps to tighten its highly accommodative policy stance over the course of 2022 on the back...
Research Briefing
Our Watchlist 2022 looks at developments that could potentially become the main African themes of next year. We look at...
Research Briefing
Even though Omicron is casting a huge shadow over the UK economy, the BoE today raised Bank Rate to 0.25%...
Research Briefing
The Infrastructure Investment and Jobs Act (IIJA) will deliver a 2% boost to US construction activity over the next two...
Latin America’s economy enters the new year on a weakened footing. Our 2022 themes revolve around the inherent struggle between...
Research Briefing
It appears to be a forgone conclusion that the ECB council will agree to end its Pandemic Emergency Purchase Programme...
Research Briefing
Canada’s full economic recovery from the pandemic has been delayed, notderailed. The economy continues to benefit from reopening amid highvaccination...
Research Briefing
We think the government’s shift to its Plan B Covid strategy is unlikely to have a significant impact on output....
Research Briefing
The health situation is deteriorating across Europe, prompting strongercontainment measures. Beyond the direct impact that renewed restrictions will have on...
Research Briefing
The Nordic countries will exit 2021 in much better shape than when they entered it. Considerable progress on vaccine rollouts...
Research Briefing
A December rate hike would require the Monetary Policy Committee (MPC) to be satisfied that the end of the furlough...
Research Briefing
Canada entered the pandemic with historically elevated household debt, and a C$193bn surge in mortgage borrowing during the pandemic has...
