News and Insights
News and Insights
Is a soft landing in global growth still possible for 2023?
There is no doubt that the overall current global macro environment is challenging. 2022 was a particularly arduous year for market participants as the hard realities of subdued activity, high inflation and geopolitical polarization became more apparent.
Read MoreGlobal macro challenges dominated the economic environment in 2022
This closing year started on a positive note for the global economy. Market sentiment was exuberant as the recovery from the depth of the pandemic continued, signalling another bout of strong performance in major advanced economies and selected emerging markets
Read MoreVolatile oil prices are expected to remain elevated
Oil markets have been experiencing unprecedented bouts of volatility and dislocation since the pandemic started in early 2020.
Read MoreChina’s cyclical recovery to be delayed by new wave of Covid-19 cases
China remains a major source of uncertainty for the global growth outlook. After a collapse in demand and activity in Q1 2020,
Read MoreWhat drives divergent EM inflation?
Elevated inflation has been a dominant topic throughout this year. Across countries, inflation has been driven by both demand and supply factors, often amplified by exogenous shocks or non-economic factors.
Read MoreGlobal trade is set to contract over the coming months
Global trade is often referred to as a key barometer of economic activities across countries. In fact, few indicators reflect the overall health of the global economy
Read MoreHow will major central banks respond to rising financial instability?
The global macro environment is presenting some of the most challenging conditions in generations. Rare macro distortions, such as the combination of high inflation and slowing activity, are quickly creating bouts of significant market dislocation and stress.
Read MoreThe Euro area faces energy security and fiscal sustainability challenges
As a global recession becomes increasingly likely, we turn our attention to two key challenges facing the Euro area (EA).
Read MoreUS Fed maintains its hawkish stance as stagflation intensifies
As the majority of analysts anticipated, the US Federal Reserve (Fed) at its September meeting delivered a 75 basis point (bp)
Read MoreIs China on the verge of a cyclical recovery?
China remains a major source of uncertainty for the global growth outlook this year. In fact, the country is behind a significant part of the global slowdown story over the last several quarters. Late last year,
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Last Update : Friday 03 January 2025