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This week’s talks between Russia, on one side, and on the other the US, NATO and the Organisation of Security and Cooperation in Europe (OSCE), have...
Latin America’s economy enters the new year on weakened footing. Our 2022 themes revolve around the inherent struggle between supporting a slowing...
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...
Favorable spending fundamentals among US consumers and a desire to make up for last year’s socially distanced holidays should add up to the strongest...
Carbon pricing – either through a tax or an emissions trading scheme – will play an integral role in efforts to reduce carbon emissions. By capturing...
China's official manufacturing PMI fell 0.4 points to 49.2 in October, while the non-manufacturing PMI dropped to 52.4, from 53.2 in September. High...
Europe’s tourism sector made solid strides towards recovery this summer. In July, overnight stays reached just above 70% of 2019 levels, on track to...
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...
We don’t expect any policy changes to emerge from the October ECB meeting as key policy decisions are closely tied to updated macroeconomic...
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