Event Drop-In: The Fed, ECB and Bank of England – Signals from the April meetings 30th April 2026, 3:00PM BST This online briefing examined the latest decisions from the Federal Reserve, European Central Bank and Bank of England, and how policymakers are balancing the inflationary impact of higher energy...
Event Drop-In: Private credit ‘cockroaches' and macro and market risk 21st April 2026, 3:00PM BST Are signs of stress in private credit a risk to broader financial markets? What could this mean for funding across the US economy? And is this anything like 2008?
Canada Economics Weekly USTR’s CUSMA guarantee will do little to settle nerves US Trade Representative Jamieson Greer's comments this week confirm that the Trump administration will not elect to renew CUSMA on July 1st, raising uncertainty over when a new trade framework will be... 10th April 2026 · 5 mins read
US Rapid Response US University of Michigan Consumer Sentiment (Apr 2026) The plunge in consumer sentiment to a record low in April lends some support to our forecast that real consumption growth will be weak this quarter, even if the link between sentiment and spending has... 10th April 2026 · 2 mins read
UK Economics Weekly Revising down our baseline UK inflation forecasts This week we have lowered our European natural gas price forecasts in our baseline scenario. As a result, we now expect UK CPI inflation to peak at around 4.0% (4.5% previously) and UK GDP to grow by... 10th April 2026 · 9 mins read
Canada Rapid Response Canada Labour Force Survey (Mar 2026) March’s uneventful Labour Force Survey, paired with the drop back in oil prices in recent days, supports our view that the Bank of Canada will be content to wait until next year to change policy. 10th April 2026 · 2 mins read
US Rapid Response US Consumer Prices (Mar 2026) The jump in headline CPI inflation to 3.3% in March, from 2.4%, was as expected due to the surge in energy prices, with the more important development for the Fed being the lack of any major... 10th April 2026 · 3 mins read
Japan Economics Weekly Stagflationary impact of energy shock now evident The plunge in consumer confidence coupled with the rather modest rise in import and producer prices last month seems to suggest that the net impact of the energy cost shock will be deflationary. But... 10th April 2026 · 4 mins read
Australia & New Zealand Economics Weekly Australia set to benefit from soaring EV sales While China is the key beneficiary of the recent surge in sales of electric vehicles in Australia and elsewhere, Australia will ultimately benefit from stronger demand for lithium as well. Meanwhile... 10th April 2026 · 5 mins read
US Rapid Response US Personal Income & Spending (Feb. 2026) The slightly softer-than-expected 0.10% m/m rise in real consumption in February, together with the downward revision to January’s estimate to show real spending unchanged, puts first-quarter... 9th April 2026 · 2 mins read
Global Economics Update The economic consequences of a tax on Hormuz trade A tax on shipping through the Strait of Hormuz would be unlikely to have major near-term implications for global energy markets, trade or wider economic activity. But depending on how it is structured... 9th April 2026 · 4 mins read
UK Housing Market Update UK RICS Residential Market Survey (Mar. 2026) After a steady start to the year for the housing market, March’s RICS housing market survey suggests that the rise in mortgage rates since the start of the Iran war is continuing to take an... 9th April 2026 · 3 mins read
US Rapid Response US Fed Minutes (Mar 17-18) The minutes of the Fed’s mid-March meeting suggest that the spike in oil prices led to more concern about the upside risks to inflation than the downside risks to the labour market, with “some”... 8th April 2026 · 2 mins read
UK Housing Market Chart Pack UK Housing Market Scenarios Chart Pack (Apr. 2026) This UK Housing Market Scenarios Chart Pack builds on the analysis and scenario forecasts published in the Global Property Outlook (see here) to provide more detail on how the Iran War could influence... 8th April 2026 · 1 min read
US Economics Update Major fiscal stimulus ahead of midterms looks unlikely The Republican-held Congress is likely to use its sole budget reconciliation for this fiscal year to pass a narrow bill to fund Immigration and Customs Enforcement (ICE) and top up the Pentagon’s... 8th April 2026 · 3 mins read
US Housing Market Rapid Response US Mortgage Applications (Mar. 2026) As the timeliest housing activity data we get, the drop in home purchase mortgage applications throughout March is the first clear evidence of homebuyers pulling back in response to higher borrowing... 8th April 2026 · 2 mins read
