Search
High inflation and flat screens
Inflation is not homogenous. Not everything we buy is going up in price. But the things we need are. Food and energy price inflation is still high and that feed...
Could an Alzheimer’s breakthrough herald a major new market for biotech?
Key points A new drug to treat Alzheimer’s disease has shown positive results in clinical trials This could be the start of a new wave of treatments and furth...
Recessions likely amidst global realignment
Key points We expect inflation to fall back towards target over the coming two years as global growth slows, with recessions forecast in both Europe and the US...
Emerging markets outlook – Darkest before dawn
Key points Domestic and external headwinds will trigger a marked slowdown in emerging markets, with Chile and Central European countries in recession. Recovery...
Japan outlook – Recovery appears set to continue
Key points Japan’s economy looks set to remain robust – we forecast GDP growth of 1.6%, 1.7% and 1.3% in 2022, 2023 and 2024 respectively Wage pressures are...
UK outlook – Navigating troubled waters
Key points We expect the UK economy to enter recession this year and forecast GDP growth to average 4.3% in 2022, -0.7% in 2023 and 0.8% in 2024 Inflation shoul...
China outlook – A bumpy path to reopening
Key points China’s economic outlook continues to hinge on the path of the pandemic and Beijing’s response We expect the authorities to pave the way for a re...
Eurozone outlook – Difficult roads ahead
Key points We expect Eurozone GDP to contract by 1% between Q4 2022 and Q1 2023, followed by a weak recovery Limited labour market ramifications imply persisten...
US outlook - Mild recession to see inflation fall
Key points The US economy appears to be heading for recession – we expect it to contract in the first half of 2023. Any recession looks set to be mild, though...
Global slowdown to subdue inflation
Key points Both Europe and the US are forecast to fall into recessions. Inflation should ease over the coming two years as global growth slows Equities have amp...