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Long Run Outlook – Assessing the legacies of war and the pandemic

Damned if they don’t – central bank tightening risks recession but inaction would be worse

Chief Economist's Note

Damned if they don’t – central bank tightening risks recession but inaction would be worse

Drop-In: What will the Bank of Japan make of 2% inflation?

Drop-In: The Bank of England’s tricky mix

Drop-In: Is China’s Omicron wave the next big threat to supply chains?

Central banks will press on with rate hikes, despite the war’s uncertainties

Chief Economist's Note

Central banks will press on with rate hikes, despite the war’s uncertainties

Drop-In: US Housing – Another year of surging rental growth?

Capital View

China economic outlook: Cyclical trough, tepid rebound

Drop-In: Russian energy and the European economy

Drop-In: Korea votes – An election to shape its economic future

Russia’s economy is already hurting from Western sanctions. Worse is to come.

Chief Economist's Note

Russia’s economy is already hurting from Western sanctions. Worse is to come.

Drop-In: US Feb. Employment Report

EM Drop-In: Russia-Ukraine – Exploring the EM angles

Sanctions are pushing Russia's already-fragile banks to the brink

Sanctions are pushing Russia's already-fragile banks to the brink

Drop-In: UK Housing Outlook – How much further can prices rise?

Drop-In: Russia-Ukraine – Making sense of a rapidly-evolving crisis

China is one of globalisation’s winners. It won’t throw that away for Russia.

Chief Economist's Note

China is one of globalisation’s winners. It won’t throw that away for Russia.

Capital View

Russia-Ukraine and the macro outlook: Questions in need of answers