News and Insights
News and Insights
Volatile oil prices are expected to remain elevated
Oil markets have been experiencing unprecedented bouts of volatility and dislocation since the pandemic started in early 2020.Read More
China’s cyclical recovery to be delayed by new wave of Covid-19 cases
China remains a major source of uncertainty for the global growth outlook. After a collapse in demand and activity in Q1 2020,Read More
What drives divergent EM inflation?
Elevated inflation has been a dominant topic throughout this year. Across countries, inflation has been driven by both demand and supply factors, often amplified by exogenous shocks or non-economic factors.Read More
Global trade is set to contract over the coming months
Global trade is often referred to as a key barometer of economic activities across countries. In fact, few indicators reflect the overall health of the global economyRead More
How will major central banks respond to rising financial instability?
The global macro environment is presenting some of the most challenging conditions in generations. Rare macro distortions, such as the combination of high inflation and slowing activity, are quickly creating bouts of significant market dislocation and stress.Read More
The Euro area faces energy security and fiscal sustainability challenges
As a global recession becomes increasingly likely, we turn our attention to two key challenges facing the Euro area (EA).Read More
US Fed maintains its hawkish stance as stagflation intensifies
As the majority of analysts anticipated, the US Federal Reserve (Fed) at its September meeting delivered a 75 basis point (bp)Read More
Is China on the verge of a cyclical recovery?
China remains a major source of uncertainty for the global growth outlook this year. In fact, the country is behind a significant part of the global slowdown story over the last several quarters. Late last year,Read More
The ECB is under pressure to restore policy credibility
There are few precedents to the magnitude, breadth and depth of the negative shocks currently facing the Euro area. On the supply side,Read More
Prices caps and windfall taxes won’t fix Europe’s broken energy market
European policymakers are facing an unprecedented constellation of shocks hitting the economy, including stagflation, the war in Ukraine and record-breaking heatwaves over the past summer. Together, these shocks have impacted European energy and electricity markets.Read More
Last Update : Friday 17 March 2023