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Global Economics Update 2023: Recession, disinflation – and eventually recovery Our 2023 prognosis may be a gloomy one, but there are reasons to expect conditions to brighten a bit by year-end. 15th December 2022 · 6 mins read
Global Economics Update Digesting the upside surprises to food inflation While food inflation has surprised to the upside in major DMs, it seems to be at or near a peak. We expect a combination of base effects and an easing of underlying price pressures to drag on food... 2nd December 2022 · 3 mins read
Global Economics Update PMIs show industrial downturn easing supply shortages The latest manufacturing PMIs suggest that global industrial production is contracting, albeit with some signs of a slowdown in the pace of contraction in Europe. Product shortages have diminished... 1st December 2022 · 3 mins read
Global Economics Update China’s COVID outbreak: your questions answered We hosted an online Drop-In yesterday to discuss China’s COVID outbreak and its domestic and global implications. This Update answers several of the questions that we received, some of which we couldn... 30th November 2022 · 5 mins read
