We have cut our global GDP growth forecasts again, and now have reduced our 2021 estimate by a total of 0.7pp since June in response to the spread...

The recent broad-based rises in core inflation across a range of advanced economies has reopened the debate as to whether this year’s rise in...

Delta remains the primary threat to the recovery, but we also think that the drag from continuing, supply-chain disruption will be critical in the...

More than 11 million individuals will lose access to emergency unemployment benefits at the end of next week creating a headwind for personal...

Global | Coronavirus Watch: Transitioning to 2022

Posted by Ben May on Aug 24, 2021 10:05:32 AM

We have cut our near-term growth forecasts, in part due to the spread of Delta, and are likely to fine-tune them further in September. But we...

We estimate world GDP surpassed pre-pandemic levels in Q2. But in recent weeks surging cases of the Delta variant have added to concerns over the...

US | Positioning for rate normalisation

Posted by Javier Corominas on Aug 4, 2021 9:58:00 AM

We see the strong pull back in long-term US yields since the peak of the reflation trade this year as an opportunity to enter new positions that...