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A shift to a new policy regime with much higher and more volatile inflation is a possibility that can’t be ignored due to its impact on the...
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We believe now is the time to close out our tactical bullish GBP call, initiated in March, as the almost year-long rally in GBP looks increasingly...
Technical factors will push inflation up in the short-term and the fallout from the pandemic will raise inflation risks further out. But on...
The latest US and China inflation numbers have been shrugged off by markets despite being a bit higher than expected. While we still think that...
After a weak Q1 for the global economy, our baseline forecast is for a strong growth rebound in Q2, and we remain more optimistic than the...
Vaccines are the key to a safe and permanent transition to more normal conditions. But evidence from economies that already have implemented...
We think that recent inflation surprises are not evidence of a regime shift in price-setting behaviour. But the path for inflation over the next...
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