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The global economic outlook appears to be deteriorating, according to our quarterly review of alternative measures of economic risk. Most of the...
Electricity demand from the road vehicle sector is set to accelerate sharply in the coming decades, according to our new forecasting methodology. We...
Stringent mitigation scenarios aimed at limiting global warming to 1.5°C are right at the edge of what is economically feasible and will require a...
While the potential collapse of Chinese property firm Evergrande matters, it doesn’t signal a ‘Lehman moment’ that might spark global financial...
In 2022, we expect the strength of global economic growth to be driven by demand-side developments, in stark contrast to the past two years when...
Recovery in both domestic and international travel is underway in the second half of 2021, despite some larger adverse impacts for the year to date...
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...
Concerns have risen about financial market risks, centring around elevated asset valuations and high corporate debt. A lack of corporate distress and...
In our recent extended panel assessment on EM FX, we found most currencies have yet to recover ‘fair value’ after the March 2020 overshooting event....
Inventories – normally a strong predictor of the business cycle – are uncharacteristically low, even though global growth is at record highs. This is...
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