Research Briefing
OPEC+ countries could agree an oil output increase of 2m b/d between August and December against the backdrop of rising...
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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...
Research Briefing
Hard data indicate a positive start to Q2, and we expect the economy tostrengthen further through the summer. While a...
Research Briefing
Our Latin America Recovery Tracker (LART) fell slightly (-0.7pts) during the week ending June 18, following two consecutive weekly gains....
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
Myanmar’s Feb. 1 military coup, which ousted the newly reelected NDL party over unsubstantiated claims of election fraud, has been...
Research Briefing
States are starting to relax lockdown measures as the second wave of Covid infections is showing signs of plateauing. As...
Research Briefing
Raising Canada’s federal carbon levy to C$170/tonne by 2030 will make solid progress but fall short on the country’s ambitious...
Research Briefing
Our US Recovery Tracker started June with a bang, rising a strong 1.2ppts to 96.1 in the week ended June...
Research Briefing
Bahrain locked down again on 27th May after a surge in new Covid-19 cases, despite having one of the world's...
Research Briefing
The US economy is unlikely to experience an inflation regime shift. But after a decade of glacial price rises in...
Research Briefing
Export prices have surged over the past 9 months, driven by record high iron ore prices. This has driven the...