March’s manufacturing PMIs provided further evidence that global industry is past the worst. And although higher industrial output has caused price pressures to increase in some advanced economies, it...

Click here to visit our Shipping Disruption Dashboard, which we have updated and extended to include analysis of the Baltimore port closure.

In the quarters ahead, economic activity in most of the world will be characterised by soft landings. We expect GDP growth to be below trend, but meaningful recessions should be avoided and the US...

We held an online Drop-In session last week to discuss the outlook for monetary policy following the US Fed and Bank of England policy meetings and comments by the ECB’s Christine Lagarde. (See a...