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US Economics Update Fed remains on sidelines amid heightened uncertainty The Fed will remain on the sidelines for some time, waiting to see what impact tariffs will have on price inflation. We suspect that lingering fears of a more persistent impact will persuade the Fed... 18th June 2025 · 3 mins read
US Economics Weekly US Weekly: Tariff impact remains uncertain The impacts of tariffs were notably limited in May's CPI and PPI data. However, these impacts may be just around the corner, with firms running down inventory and the potential for a rebound in US... 13th June 2025 · 7 mins read
Middle East & North Africa Economics Update Israel’s strikes on Iran: assessing the macro impact The overnight strikes by Israel on Iran mark a major escalation in the conflict in the region and, with the oil market tighter than it was a few months ago, the risks to oil prices look more balanced... 13th June 2025 · 6 mins read
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