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 Economics Update Revisiting the risks around private credit Private credit funds have attracted growing scrutiny amid falling valuations and its exposure to software companies. Under a severe default scenario, losses might amount to around 0.4% of US GDP. That... 11th March 2026 · 7 mins read US Economics Focus What would $100 oil mean for the economy and Fed? The US’ position as a modest net energy exporter means a world of near $100 oil prices would not be particularly bad news for the economy. The impact on real GDP growth would still be modestly... 10th March 2026 · 14 mins read Global Economics Update Scenarios for the Iran war & the macro impact This note assesses the macro and commodity‑market implications of three potential scenarios for the Iran war. In the most benign – a severe but short‑lived conflict – the effects on GDP, inflation and... 10th March 2026 · 7 mins read Commodities Update Modelling the scale of the energy market disruption This Update introduces our framework for estimating the scale of disruption to energy flows from events in the Middle East as well as three scenarios about how the conflict could play out from here... 9th March 2026 · 5 mins read Pagination Previous … Page 14 Page 15 Page 16 Page 17 Current page 18 Page 19 Page 20 Page 21 Page 22 … Next
Global Economics Update Revisiting the risks around private credit Private credit funds have attracted growing scrutiny amid falling valuations and its exposure to software companies. Under a severe default scenario, losses might amount to around 0.4% of US GDP. That... 11th March 2026 · 7 mins read
US Economics Focus What would $100 oil mean for the economy and Fed? The US’ position as a modest net energy exporter means a world of near $100 oil prices would not be particularly bad news for the economy. The impact on real GDP growth would still be modestly... 10th March 2026 · 14 mins read
Global Economics Update Scenarios for the Iran war & the macro impact This note assesses the macro and commodity‑market implications of three potential scenarios for the Iran war. In the most benign – a severe but short‑lived conflict – the effects on GDP, inflation and... 10th March 2026 · 7 mins read
Commodities Update Modelling the scale of the energy market disruption This Update introduces our framework for estimating the scale of disruption to energy flows from events in the Middle East as well as three scenarios about how the conflict could play out from here... 9th March 2026 · 5 mins read
