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...
Australia | Investment recovery driving a stronger outlook
Posted by Sean Langcake on Jun 17, 2021
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...
APAC | Neutral rates will vary but generally be modest
Posted by Louis Kuijs on Jun 8, 2021
Inflation is on the rise in Asia following hefty commodity price increases, and it may in some economies even increase above central bank targets....
US | US Dollar to regain some luster in 2021
Posted by Gregory Daco on Apr 13, 2021
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 of...
Global | Ten long-term themes for the global economy and markets
Posted by Gabriel Sterne on Mar 26, 2021
Following the terrible disappointment of the last decade, the era of lows – low GDP growth, inflation, real interest rates, asset returns, and...
United Kingdom: MPC relaxes amid some promising signs
Posted by Martin Beck on Mar 19, 2021
March’s MPC meeting proved predictably uneventful. Monetary policy was left unchanged, while the committee was relaxed about the recent rise in bond...