Thank you! Click below to read the report Read the report now Don't have time to read it now? We've emailed you a link so you can read it at any time. You may also be interested in: Global Markets Update We expect a rally in government bonds in the US and Europe Market implied rates suggest that investors expect inflation to normalise in the US and Europe in the next couple of years. While we share that view, we think they are overestimating the level of... 8th September 2023 · 3 mins read UK Economics Update Rise in oil prices not yet a big inflation risk The recent rise in oil prices to $90 per barrel means CPI inflation is likely to rise from 6.8% in July to 7.1% in August, but it won’t prevent inflation falling to the 2% target by the middle of next... 8th September 2023 · 4 mins read Emerging Europe Economics Weekly Dovish NBP skating on thin ice after bumper rate cut The decision by the National Bank of Poland (NBP) to kick off its easing cycle this week with a much larger-than-expected 75bp interest rate cut has been heavily criticised, and suggests to us that... 8th September 2023 · 6 mins read India Economics Weekly G20 non-starter, RBI’s speedbumps This weekend’s G20 summit in New Delhi will undoubtedly be presented as a foreign policy triumph by the BJP as next year’s general election creeps onto the horizon. But for all the fanfare in India... 8th September 2023 · 5 mins read Pagination Previous … Page 839 Page 840 Page 841 Page 842 Current page 843 Page 844 Page 845 Page 846 Page 847 … Next
Global Markets Update We expect a rally in government bonds in the US and Europe Market implied rates suggest that investors expect inflation to normalise in the US and Europe in the next couple of years. While we share that view, we think they are overestimating the level of... 8th September 2023 · 3 mins read
UK Economics Update Rise in oil prices not yet a big inflation risk The recent rise in oil prices to $90 per barrel means CPI inflation is likely to rise from 6.8% in July to 7.1% in August, but it won’t prevent inflation falling to the 2% target by the middle of next... 8th September 2023 · 4 mins read
Emerging Europe Economics Weekly Dovish NBP skating on thin ice after bumper rate cut The decision by the National Bank of Poland (NBP) to kick off its easing cycle this week with a much larger-than-expected 75bp interest rate cut has been heavily criticised, and suggests to us that... 8th September 2023 · 6 mins read
India Economics Weekly G20 non-starter, RBI’s speedbumps This weekend’s G20 summit in New Delhi will undoubtedly be presented as a foreign policy triumph by the BJP as next year’s general election creeps onto the horizon. But for all the fanfare in India... 8th September 2023 · 5 mins read
