The financial market volatility that has already marked the early stages of the COVID-19 economic recovery underscores how much the...
Monetary policy
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Research Briefing
The US Recovery Tracker rose 0.8ppts to 89.1 in the week ended April 2, the sixth straight rise. Another week...
Research Briefing
Could fiscal stimulus lead to economic overheating? Our assessment suggests that while that’s a risk, it’s not a foregone conclusion,...
Research Briefing
While many commentators have been calling for a US dollar collapse, we believe the greenback will have a lot of...
Research Briefing
Our recovery tracker indicator has continued to improve through 2021 after a seasonal dip in January. The tracker has reached...
Over the past thirty years Richard Nixon’s famous comment “we are all Keynesians now” could hardly have rung more hollow....
Sarah Hunter, Chief Australian Economist at BIS Oxford Economics joins Shaun Roache from S&P Ratings on this Australian Securitisation Forum...
According to our new overlapping generations model, the Eurozone is stuck in secular stagnation leaving the ECB unable to hit...
This week the Banco Central do Brasil (BCB) lowered the Selic rate to 2.00%. Although our baseline scenario is for...
You may be interested in African and Middle Eastern Cities Forecasts Comprehensive data and forecasts for major cities in Africa...
Consulting Report
The 2019 Allianz GI Institutional Investor Survey shows that investors want strategies to help manage emerging risks, knowing that, thanks...
Markets’ attention in recent weeks and months has been focused intently on central bank policy actions as the US Federal...
Modern economic history since the 1970s is littered with episodes of oil shocks, with surging crude prices triggering global recessions....
As winter turns to spring, around the world investors are anxiously watching the present spasm in global equities and bonds...
Companies’ spirits boosted by buoyant world trade and US fiscal stimulus measures as fears over North Korea tensions and China...
Lost amid Europe’s political drama and recurrent euro doomsday scenarios is the fact that the Eurozone economy has a business...
Equity earnings cycles to power ahead – especially in underperforming Europe and EM markets The world economy is evidently in...