Economics

Is a soft landing in global growth still possible for 2023?

There is no doubt that the overall current global macro environment is challenging. 2022 was a particularly arduous  year for market participants as the hard realities of subdued activity, high inflation and geopolitical polarization became more apparent.

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Global macro challenges dominated the economic environment in 2022

This closing year started on a positive note for the global economy. Market sentiment was exuberant as the recovery from the depth of the pandemic continued, signalling another bout of strong performance in major advanced economies and selected emerging markets

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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.

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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,

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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.

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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 economy

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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.

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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).

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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)

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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,

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Last Update : Thursday 28 March 2024