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Higher headline and core inflation in advanced economies is on the way in H2 as a result of factors including rising commodity prices and...
A global shortage of semiconductors is the latest hiccup to disturb international supply-chains. In our view, though, the shortage is largely a...
US earnings growth continues to surprise to the upside, with more cyclical sectors leading the way in the Q1 earnings season. This positive momentum...
Rising global Covid infections remain a key focus, but the recent surge is not automatically grounds for us to slash our near-term forecasts. Indeed,...
Since the start of the pandemic, eurozone countries have been able to relax fiscal policy without worrying about the eurozone’s fiscal rules. But...
Global trade is recovering so strongly that infrastructure seems unable to support it. As shipping costs reach new highs, reports of delays still...
In an unwelcome development, global Covid case numbers are rising sharply again. Although this adds downside risk to our economic outlook, we aren’t...
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