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Inflation

Navigating globel economic trends

Research Briefing

Global Key Themes 2025: Global resilience gives way to uncertainty

Research Briefing

US forecasters’ mailbag – Post-election edition

Research Briefing

Inflation was the main driver for Trump victory

In The Media

CBS NEWS: Why inflation in one battleground state could sway the election

Research Briefing

Inflation perception will decide close presidential contest

Research Briefing

Nordics: Growing tailwinds to support a cyclical recovery

Consulting Report

Double the Pain: The Burden of Unpredictable Excise Taxes & High Inflation on Beer Producers & Consumers in South Africa

Research Briefing

The legacy of the inflation shock on US consumers

Research Briefing

US rates likely headed lower, but there are risks to the outlook

Research Briefing

US inflation still slowing, but not fast enough for seniors

Research Briefing

US PCE nowcast shows bumpy path down for inflation

Japan: Political calendar and yen will delay a rate hike to December

Research Briefing

Japan’s political calendar and yen will delay a rate hike to December

Research Briefing

Assessing the impact of a Trump vs. Harris presidency for Canada

Research Briefing

Growth may slow, but the consensus looks too weak

Japan: The BoJ is now likely to front-load policy normalisation

Research Briefing

Japan’s BoJ is now likely to front-load policy normalisation

Research Briefing

Updating our Harris and Trump scenarios

Research Briefing

Temporary layoffs don’t signal a weak US labor market

Research Briefing

Australia’s RBA holds the line, but rate cuts are a distant prospect

Japan: The neutral interest rate is rising, but not by much

Research Briefing

Japan’s neutral interest rate is rising, but not by much

The BoJ rushed a rate hike without waiting for evidence

Research Briefing

Japan’s BoJ rushed a rate hike without waiting for evidence

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