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Emerging Markets Economics Update Tighter financial conditions point to sluggish growth Our proprietary Financial Conditions Indices suggest that global financial conditions have recently been as tight as they were during the China hard landing fears of 2015 and point to GDP growth... 23rd March 2022 · 5 mins read
Global Economics Update The dollar won’t be toppled Claims that the war in Ukraine will prove to be a watershed moment that ends the dollar’s position at the heart of the global financial system are wide of the mark. It could accelerate the development... 23rd March 2022 · 3 mins read
Global Economics Update Back to the 1970s? While the parallels with the 1970s have been building, we remain unlikely to see the scale of stagflation witnessed back then. The main difference now is the apparent determination of central banks to... 22nd March 2022 · 5 mins read
Global Economics Update World GDP forecast revised down due to Ukraine war Since the onset of war in Ukraine, we have revised down our forecast for world GDP growth in 2022 from 4.0% to 3.2%. Outside Russia and Ukraine, our biggest downward revisions have been to other... 16th March 2022 · 4 mins read
