Research Briefing
We expect the MPC to raise Bank Rate at December's meeting. But recent UK developments, including calmer financial markets, a...
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Research Briefing
We expect the MPC to raise Bank Rate at December's meeting. But recent UK developments, including calmer financial markets, a...
Research Briefing
Following a hard winter, we expect the Nordic economies to rebound from mid-2023 as falling inflation turns real incomes positive,...
Research Briefing
Much of the economic weakness we are currently witnessing will likely spill over into 2023. African economies' ability to deal...
Research Briefing
Surging inflation has dampened the outlook for consumer spending, which will contribute to a global recession over the coming months.
Research Briefing
Following the loss of Russian pipeline gas, European countries have increasingly focused on LNG shipments as a replacement, giving Europe...
Research Briefing
The latest data releases for overseas travel movements and visa grants, along with the thrust of recent policy announcements, lean...
Research Briefing
The outlook for Latin America changed dramatically after Russia's invasion of Ukraine last February.
Research Briefing
The G7 and the European Union (EU) hope to keep Russian oil exports on the market and prevent global oil...
Research Briefing
In most UK regions and nations, inactivity levels have risen since the beginning of the pandemic, and an increasing number...
Research Briefing
We expect Asian currencies to stabilise, if not strengthen, versus the US dollar in 2023, as the Fed pauses hiking...
Research Briefing
The semiconductor cycle has already turned and is likely to continue softening into next year. As the world's largest producer...
Research Briefing
We expect the UK economy to be in recession for most of 2023, with activity dragged down by falling real...
Research Briefing
The global cycle is now rolling over and even if the recession is likely to be mild, the subsequent recovery...
Research Briefing
The decline in house prices triggers falls in residential investment. Consumer spending also weakens as credit conditions tighten and worsening...
Research Briefing
The MPC and OBR both judge that UK potential GDP has fallen outright since Q4 2019 and will register only...
Research Briefing
Pioneering research has used panel econometric techniques to estimate the economic impact of average temperatures. Building on that approach, we...
Research Briefing
Reopening pressures have increased, as recent protests test policymakers' resolve to stick to the current zero-Covid approach.
Research Briefing
Our baseline forecast is now for world trade in goods to decline by 0.2% in 2023, a considerable downgrade from...
Research Briefing
It's been a horrible period for EM portfolio debt flows. The better news is that broader capital flows to EMs...
Research Briefing
We revisit the economic impact of climate change by incorporating temperature volatility and extremes.