Research Briefing
The government's announcement that the country's oil output will be reduced by 0.5 mn b/d in March is not a...
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Research Briefing
The government's announcement that the country's oil output will be reduced by 0.5 mn b/d in March is not a...
Research Briefing
Spring festival spending data showed consumer spending in China clearly now on an uptrend, but as we've argued before, this will not last.
Research Briefing
Supply chain stress fell at the beginning of the year and further easing is likely due to weaker domestic and...
Research Briefing
A string of positive high-frequency data and an upside surprise in the flash GDP estimate for Q4 2022 have prompted...
Research Briefing
The powerful earthquakes that hit Turkey and Syria on February 6 have caused a human tragedy; at the time of writing, over 11000 people have been...
Research Briefing
Although it still faces promising growth from the continued investment in new semiconductor facilities, Phoenix growth slowed somewhat in 2022.
Research Briefing
Our Policy Impact Model (PIM) helps to measure the potential impact of intervention and can help local authorities and their...
Research Briefing
Even without rate hikes, central banks' monetary policies can effectively tighten if the nominal neutral rate falls below the policy...
Research Briefing
We now incorporate a faster recovery from the post-Covid exit wave and raise our 2023 full-year GDP growth forecast to...
Research Briefing
The IMF's calendar-year forecast for global GDP growth in 2023 to slow only marginally amounts to an assessment that the...
Research Briefing
The earlier and faster than expected ending of zero-Covid restrictions in China bodes well for the global economy and adds to the recent run...
Research Briefing
We expect the UK economy to be in recession in 2023, with GDP forecast to contract by 0.7% in the...
Research Briefing
France has dodged soaring price pressures better than its eurozone peers, but we think its inflation will fall more slowly.
Research Briefing
In this new quarterly Research Briefing series, we answer the top five questions we've recently received from clients.
Research Briefing
Long-term forward rates have risen markedly in the US, eurozone, and UK over the past year, and now stand well...
Our baseline economic outlook now assumes a mild US recession beginning in the second quarter of 2023. Despite recent moderation,...
Research Briefing
We expect Hong Kong's housing prices to stabilise in 2023, following a 15% peak-to-trough decline.
Research Briefing
The energy crisis has provoked a fundamental rethink of nuclear energy across Europe and many governments are now committing to...
We think rapidly deteriorating demand and easing commodity prices will prompt the Czech National Bank (CNB) to start cutting rates at the end of Q2.
Research Briefing
Supply-chain stress continues to recede, boding well for inflation and lending some upside risk to our near-term growth outlook.