Research Briefing
At the September policy meeting, the CBR is likely to consider staying on hold or hiking its policy rate 25bp...
Monetary policy
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Displaying 1 to 20 of 337 results
Research Briefing
Profitability has staged an impressive recovery, but the rise in Q1 operating margins to a 12-year high materially overstates corporate...
Research Briefing
Powell’s speech did not materially alter the outlook for Fed policy, but it did clarify the distinction between the timing...
Research Briefing
Bank of England MPC member Gertjan Vlieghe recently highlighted how the UK’s growing wealth will continue to put a damper...
Research Briefing
Concerns have risen about financial market risks, centring around elevated asset valuations and high corporate debt. A lack of corporate...
Research Briefing
The Egyptian economy has proven resilient in the face of the Covid-19 pandemic, but more recent PMI figures suggest that...
Research Briefing
There’s a close race as the Bank of Canada weighs sticking with its successful flexible inflation targeting (FIT) or switching...
Research Briefing
The race to succeed long-term Chancellor Merkel and lead Europe’s largest economy is wide open. But we think Germany will...
Research Briefing
The US Recovery Tracker carried the stalled progress we saw in the month of July into August, falling 0.3ppts to...
Research Briefing
The US Recovery Tracker plateaued in July after a five-month winning streak. While consumers and businesses continue to spend, peak...
Research Briefing
We now expect the long-run nominal neutral policy rate – i.e., the rate at which the economy is in equilibrium...
The construction sector did not escape the coronavirus-induced economic downdraft unscathed. Activity at the global scale fell 1.4% in 2020,...
Research Briefing
There have been long, multi-year cycles in the US dollar over the last 50 years, often linked to divergent monetary...
Research Briefing
Eurozone inflation is set to push above the ECB’s 2% target for the first time since 2018. But we think...
Research Briefing
The Reserve Bank of India (RBI) has played a key role in leading India’s pandemic policy response. While elevated inflation...
Research Briefing
Due to ongoing pandemic-related spending needs, we now expect Indonesia’s fiscal deficit will narrow to 3% of GDP only by...
Research Briefing
Despite a flattening of the yield curve and some position squaring of the socalled reflation trade, we believe our key...
Research Briefing
The Colombian economy is finally showing hints of an inflation build-up, with monthly CPI rising above its seasonal average in...
Research Briefing
The US economy is unlikely to experience an inflation regime shift. But after a decade of glacial price rises in...
Research Briefing
Beyond leaving monetary policy settings unchanged at meeting on 18th June, the Bank of Japan also extended the deadline of...
