The ceasefire has pushed us closer to our baseline scenario in which a return of energy flows through the Strait of Hormuz limits the economic damage from the conflict and allows global inflation to...

We have revised down our forecasts for oil and gas prices in light of developments in the Iran war and, as a result, are forecasting slightly lower inflation than we’d previously assumed. Our new base...

The larger-than-expected rise in headline inflation in May was mostly due to higher fuel and food prices, both of which should prove temporary. With core price pressures still muted otherwise, the...

Renewed US-Iran tensions have caused a bit of concern in markets at the start of the week, but as long as negotiations press ahead, global bonds could continue to diverge both from oil prices and from...