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The GCC countries have entered a period of higher interest rates - their US$ currency pegs mean regional central banks mirror US Fed hikes. Our...
In a week with few economic data releases, the latest ECB communicationsturned the week tumultuous. It appears that worries about inflation have...
Persistently high energy prices will cause eurozone inflation to be higher forlonger than we previously anticipated. Our new forecast envisions...
Tensions between Russia and Ukraine continue to put pressure on energyprices, which remain at extremely high levels. Barring a quick resolution of...
Global real estate returns are looking healthy over the next five years, providing a strong relative performance versus bonds and equities. We...
The Q2 CPI data prompted a sharp re-evaluation of the outlook for inflation and interest rates across financial markets. We have also revised our...
Recent months have seen the favourable lending environment for households begin to tighten. Inflation concerns have bond markets pricing in an...
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, suggesting...
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 hike...
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