The CBR today surprised the market and us with a 75bp hike, which brought the policy rate to 7.50%. The CBR language has remained hawkish,...

While the potential collapse of Chinese property firm Evergrande matters, it doesn’t signal a ‘Lehman moment’ that might spark global financial...

At the September policy meeting, the CBR is likely to consider staying on hold or hiking its policy rate 25bp or 50bp. However, we think a 25bp...

Bank of England MPC member Gertjan Vlieghe recently highlighted how the UK’s growing wealth will continue to put a damper on gilt interest rates....

Our June forecasts contained a substantial upward revision to growth in 2021 and 2022. We now forecast growth of 5.3% in 2021, followed by 3.2% in...

Inflation is on the rise in Asia following hefty commodity price increases, and it may in some economies even increase above central bank targets....

While many commentators have been calling for a US dollar collapse, we believe the greenback will have a lot of staying power in 2021. In the wake...

Following the terrible disappointment of the last decade, the era of lows – low GDP growth, inflation, real interest rates, asset returns, and...

March’s MPC meeting proved predictably uneventful. Monetary policy was left unchanged, while the committee was relaxed about the recent rise in...