Research Briefing
The global rebound in construction activity is set to continue over the coming years, supported by a wave of publicly funded infrastructure...
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Research Briefing
The global rebound in construction activity is set to continue over the coming years, supported by a wave of publicly funded infrastructure...
Research Briefing
We are concerned about the prospect of distressed sovereigns dragging down their domestic banking systems. We identify an extraordinarily high...
Research Briefing
We have raised our inflation forecast for the GCC to average 3.2% this year, up from our projection of 2.8%...
Research Briefing
Monthly data from Russia's trading partners indicate a rapid reorientation of Russian exports towards Asian markets. In particular, the data...
Research Briefing
Central banks have changed the way they react to economic conditions, largely focussing on current inflation and its impact on...
Research Briefing
“Without immediate and deep emissions reductions across all sectors, limiting global warming to 1.5°C [in line with the Paris Agreement]...
Research Briefing
The expectation of a strong recovery in the tourism sector, coupled with the divergence between resilient services activity and a...
Research Briefing
The ground has shifted and cheap budget funding in frontier markets is a thing of the past. In the current...
Research Briefing
We have increased our 2022 GDP growth forecast for Finland to 1.8% from 1.5% last month, due to a stronger-than-expected...
Research Briefing
The Bank of Japan stuck to its monetary policy at today’s (17 June) meeting, maintaining current short-term policy rates at -0.1% and long-term rates...
Research Briefing
Denmark's inflation outlook is deteriorating rapidly. With the EU announcing plans to wind down imports of Russian oil, higher-for-longer oil...
Research Briefing
We have lowered Sweden's growth outlook for this year to 2.1% from 2.6% last month, a move largely driven by...
Research Briefing
The message sent by May's UK PMIs of an economy suffering a loss of momentum but still under strong inflationary...
Research Briefing
Treasury yields rocketed higher and the curve flattened sharply last week as rate hike expectations jumped. The 2-year yield jumped...
Research Briefing
The life sciences and related sectors are heavily concentrated in a handful of metros—Boston, San Francisco, New York, Washington, San...
Research Briefing
The global economic environment has shifted with international price inflation surging, monetary conditions being aggressively tightened, and a number of...
Research Briefing
As expected, the ECB council agreed to end the era of nonstandard monetary policy measures by September as it gears...
Research Briefing
High inflation and a tight jobs market, muddied by signs of sagging momentum in the UK economy, present a complicated...
Research Briefing
Supply chain pressures moderated in the US in May, with gradually improving supply-side dynamics and cooling goods demand easing tensions.
Research Briefing
We forecast the renminbi to weaken close to CNY7/US$ before a rebound in 2023, assuming China moves beyond its zero-Covid...