Research Briefing
In a week with few economic data releases, the latest ECB communications turned the week tumultuous. It appears that worries...
Research Briefing
In a week with few economic data releases, the latest ECB communications turned the week tumultuous. It appears that worries...
Brochure
You may be interested in Global Scenarios Service Explore the implications of key risks to the world economy. Find Out...
Brochure
You may be interested in African and Middle Eastern Cities Forecasts Comprehensive data and forecasts for major cities in Africa...
The February ECB meeting marked the beginning of a clear hawkish shift in the ECB’s policy outlook. Although the policy...
Research Briefing
Alongside its decision to raise rates by 25bps to 0.5%, the MPC today sent an unmistakeably hawkish message, and we...
Research Briefing
Turkey’s unpredictable macro policies could leave the treasury with a sizeable bill stemming from FX-protected lira deposits. The baseline for...
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...