Research Briefing
Concerns within markets about the impact of the Delta variant on the economy is in our view warranted. We have...
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Research Briefing
Concerns within markets about the impact of the Delta variant on the economy is in our view warranted. We have...
Research Briefing
A string of new Covid-19 outbreaks is weighing on the APAC region’s economic recovery. Among Asia’s developed economies, the case...
Research Briefing
Although none of the big four central banks have started tapering their QE programmes yet, monetary aggregates are being pinched...
Research Briefing
Following a mild contraction in Q1, the Finnish economy is now in the earlystages of a broad-based recovery. Most national...
Research Briefing
OPEC+ negotiations to raise oil production in the coming months are indeadlock as the UAE opposed an extension of the...
There has been a rise in Covid 19 cases , exacerbated by the more transmissible Delta variant. As a result,...
Research Briefing
The government’s announcement that most of the remaining Covid restrictions are likely to be removed on July 19 has bolstered...
Research Briefing
Due to ongoing pandemic-related spending needs, we now expect Indonesia’s fiscal deficit will narrow to 3% of GDP only by...
With a second surge of COVID in April, Canada sustained a longer lockdown than the US. GDP climbed 1.4% in...
Research Briefing
The transition to a greener economy through changes in government climate policy, technology, investment, and consumer preferences will fuel huge...
Research Briefing
OPEC+ countries could agree an oil output increase of 2m b/d between August and December against the backdrop of rising...
Research Briefing
Coronavirus and subsequent containment measures have weighed heavily on the economies of Europe’s major cities. However, the improving health situation,...
Research Briefing
Enhanced US unemployment benefits are discouraging only a small share of unemployed workers from finding jobs. The disincentive to work...
Research Briefing
For the first time in nearly a decade, Spain will see inflation average over 2% this year. Indeed, in the...
Research Briefing
New global cases of Covid-19 have fallen below the March lows and in many advanced economies, rapid vaccination programmes have...
Research Briefing
The MPC now thinks CPI inflation could exceed 3% this year, with the risk of an even bigger overshoot of...
Research Briefing
South Africa was particularly hard hit by the Covid-19 pandemic as the government imposed strict containment measures. As such, the...
Research Briefing
Africa is a key source of the minerals that will be central to the green energy transition. The level of...
Research Briefing
A shift to a new policy regime with much higher and more volatile inflation is a possibility that can’t be...
Research Briefing
Despite a flattening of the yield curve and some position squaring of the socalled reflation trade, we believe our key...