Given the uncertainty over inflation,...
The economic outlook for 2026 appears to be in equilibrium. Inflation is close to the targets set by the main…
23/01/26
Inflation
-
Article
-
Graph
US inflation risk may tilt...
Tariffs should have just a one-time effect on the prices US consumers pay for imported goods, initially boosting inflation. Eventually,…
05/12/25
-
Graph
Is an end to deflation...
The latest economic data from China shows persistent deflation. Prices have now fallen for 10 consecutive quarters. Typically, declining prices…
05/11/25
-
Graph
Graph of the Week –...
Further tensions and conflict have added to investor concerns over stability in the Middle East, pushing financial markets into adopting…
19/06/25
-
Article
Weekly Market Update – Rate...
US growth has remained resilient, though so has inflation. With US growth-inflation risks seemingly in balance, the US Federal Reserve…
24/02/25
-
Article
Monthly Market Viewpoint – Seeing...
Investor expectations that US equities would outperform the rest of the world following Donald Trump’s election as president have been…
14/02/25