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

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?

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

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
Drop-In: UK Housing Outlook – How much further can prices rise?
Drop-In: Russia-Ukraine – Making sense of a rapidly-evolving crisis
