The Rebirth of Inflation
Inflation is back, with rates surging to multi-decade highs across the world. Here you'll find our latest insight and key research to help you understand what this means for economies and markets.
These key research reports from our global team of macro and market economists show you how inflation dynamics are developing across developed and emerging markets, how central banks are rising to challenge and how the financial market calculus has shifted.
Our latest inflation coverage
Read our latest research on country, regional and global inflation trends, shifts in policy narratives and insight into financial, commodity and property market impacts.
Global Drop-In: Fed, ECB and BoE December meetings and the 2024 policy outlook
14th December 2023, 3:00PM GMT
A year of the most aggressive monetary tightening in a generation is expected to end with the major DM banks leaving rates on hold at their December meetings. With the Federal Reserve, European...
Emerging Europe Economics Update
5 key questions on the war and Israel’s public finances
The Israeli government’s budget deficit is widening sharply and we think it will breach 5% of GDP next year. Provided the length of the war and the increase in the deficit are short-lived, we don’t...