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Inflation

Research Briefing

Key EM themes 2024 – Light beyond the high rates’ darkness

Japan Key themes 2024

Research Briefing

Japan Key themes 2024 – Will wage-led inflation gain momentum?

Research Briefing

Lower inflation will allow rates to fall faster in EA than US/UK

Video

Disinflation will force ECB to cut rates earlier than expected

Research Briefing

Eurozone inflation undershoot to spark ECB rate-cutting in 2024

Research Briefing

Central banks on alert for any further curve bear steepening

Research Briefing

US Recession Monitor – Must be the season of the risks

south african city

In The Media

Business Day TV: Kenya’s price pressures

Europe

Research Briefing

Higher prices not denting travel recovery in Europe

BoJ will continue effective zero interest rate policy anyway

Research Briefing

BoJ will continue effective zero interest rate policy anyway in Japan

Research Briefing

Why a US year-end slowdown is still our base case

Research Briefing

Is Africa’s fiscal effort sufficient to restore debt sustainability?

Japan food inflation

Research Briefing

Food-driven inflation is unlikely to stay in Japan

Industry is performing worse than the broader economy globally

Research Briefing

Industry is performing worse than the broader economy globally

Video

Will global economic resilience last?

Research Briefing

After the post-pandemic slump, a steady climb back for Latin America

Research Briefing

Inflation expectations ease on expected new phase for ECB

In The Media

CNBC: China’s economic slump is nowhere near the bottom

In The Media

CNBC: Markets see any policy delay from China as policy inaction, economist says

In The Media

Bloomberg: Expect Decrease in China’s MLF in Next Quarter

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