Research Briefing
The spread of Omicron across Europe will probably see a surge in infections over the coming weeks that could surpass...
Monetary policy
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Displaying 1 to 20 of 347 results
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...
Research Briefing
We expect monetary policy to continue to diverge across Asia Pacific in 2022, with central banks in the advanced APAC...
Research Briefing
Diminishing economic disruption and uncertainty, stemming from the pandemic and ensuing supply-side bottlenecks, bode well for a still-strong recovery in...
Research Briefing
We see China’s economy entering 2022 with weaker growth. Our forecast has GDP growth dipping to 3.6% y/y in Q4...
Research Briefing
Recent months have seen the favourable lending environment for households begin to tighten. Inflation concerns have bond markets pricing in...
Research Briefing
We anticipate 2022 will be a ‘MESSI’ (Moderating Expansion with Sticky Supply-driven Inflation) year for the US economy. After experiencing...
Research Briefing
The eurozone pushed on with a strong recovery in 2021, but in many ways that’s been the easy part. With...
Research Briefing
Ordinarily, the strength of recent survey evidence would have tilted the balance further toward a rise in Bank Rate next...
