Deflation in China has added to disinflationary forces in advanced economies over the past few years, reducing the level of headline CPI by around 0.3-0.5% on average. Tariffs are likely to reverse...

With China’s rare earth export controls back in the spotlight, this Update answers seven key questions on the in-vogue elements and the economic consequences of disruption to their supply.

Quantitative tightening has not been the main driver of higher bond yields in recent years, but it has contributed. With the process now at or near an end in the US and Canada, the threat that further...

With the volatility surrounding tariff front-running seemingly in the past, global goods trade appears to be slowing. But the latest official and survey data support our view that this slowdown will...