Global | Coronavirus Watch: Case rates fall globally

Posted by Ben May on Jun 29, 2021 10:28:42 AM

New global cases of Covid-19 have fallen below the March lows and in many advanced economies, rapid vaccination programmes have allowed economies...

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...

Global | Coronavirus Watch: The limits of vaccines

Posted by Ben May on May 25, 2021 10:05:22 AM

Vaccines are the key to a safe and permanent transition to more normal conditions. But evidence from economies that already have implemented...

Strong CPI figures in the US have intensified the debate about the inflation outlook, especially in the context of soaring commodity prices. In...

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...