Market nervousness about inflation has increased in recent weeks, in part due to strong monetary growth in the major economies. While we still...

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

2021 looks to be the year hybrid and electric vehicles, or xEVs, break into themainstream. We project global xEV sales as a share of total new...

A rise in government bond yields – still only just returning to around pre pandemic lows – is not by itself a cause for concern. Rather, it’s the...

The current market sell-off should be contained with a strong verbal reiteration of existing forward guidance from central bankers in the coming...

Inflation is picking up across advanced economies (AEs) and emerging markets (EMs), but the data suggests this will again prove temporary. We see...

Buoyed by Covid-19 vaccines, we think the pace of global GDP growth in 2021 will be the fastest in over 40 years. But for many it won’t feel much...

The global economy is unlikely to return to the world that it was prior to thepandemic, in our view. Some behavioural shifts will leave scars in...

November’s global composite PMI data suggest that any fears that renewed lockdowns and activity restrictions due to the recent surge in Covid-19...

Some economists have been quick to upgrade their GDP forecasts for next year in response to the news that the Pfizer-BioNTech Covid-19 vaccine...