Research Briefing
Our June forecasts contained a substantial upward revision to growth in 2021 and 2022. We now forecast growth of 5.3%...
Monetary policy
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Displaying 1 to 20 of 337 results
Research Briefing
The eurozone is heading into a strong economic rebound this month, driven by a services sector boom as restrictions are...
Research Briefing
Inflation is on the rise in Asia following hefty commodity price increases, and it may in some economies even increase...
Research Briefing
The public sector wage bill is one of South Africa’s largest line items on the expenditure side, accounting for roughly...
Research Briefing
Our baseline forecast sees a strong rebound in eurozone economic activity as vaccinations bring the pandemic under control, but this...
Research Briefing
The Canada Recovery Tracker (CRT) rose 1.4ppts to 87.4 in the week ended May 7 and is once again heading...
Research Briefing
Emerging Markets’ reputations for delivering on fiscal commitments has never been so important as it is now, given the need...
Research Briefing
Vaccine programs across the world are well underway and should enable a sustained and meaningful easing of restrictions in mid-2021....
Research Briefing
The Recovery and Resilience Plans (RRPs) that EU member states have so far submitted to the European Commission to unlock...
The current investment in Australian infrastructure is barely keeping pace with demand. To meet future demand we will need to...
Research Briefing
Australia’s remarkably strong economic performance since the onset of the pandemic has led to a marked revision to the budget...
Research Briefing
The Canadian economy will get a significant fiscal stimulus boost as it emerges from the coronavirus crisis. We see the...
In his recent blog post, James Nixon argued that the exit from the current round of pandemic-driven QE may be...
Research Briefing
Our thorough analysis of inflation risks shows that Mexico should be the first to join Brazil in the rate-hiking club...
Research Briefing
At May’s MPC meeting the committee revised up its forecast for GDP growth in 2021 significantly and laid out its...
As the Australian economy recovers from the COVID-19 recession, we are at a critical juncture in policy in Australia. Policy...
Research Briefing
Reflecting recent positive developments, we think the MPC will vote unanimously to keep policy on hold in its May meeting. It...
Research Briefing
The budget deficit blew out in FY20 and will widen further in FY21 due to thegovernment’s efforts to cushion the...
Research Briefing
Since the start of the pandemic, eurozone countries have been able to relax fiscal policy without worrying about the eurozone’s...
Research Briefing
While we expect broad US dollar strength in the rest of 2021, we still seemodest gains in the Korean won...
