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Featured Research
Africa risks squandering its critical mineral
opportunity
There is a scramble for African critical minerals amid the ‘New Cold War’ brewing
between the US and China. Read more
How pandemic-era shocks have changed Asia’s outlook
Once pent-up demand from post-lockdown fades, we think that Asian economies will settle
at lower GDP growth and higher inflation than our pre-pandemic forecasts. This means
nominal interest...Read more
Bank stress shakes sentiment but labour markets an
anchor
Concerns are growing that tightening financial conditions will push the US economy into
recession and affect other G7 economies as well, according to our proprietary sentiment
data. Read more
The Global Economic Potential of 5G-Enabled Technology
Connectivity improvements enabled by mmWave 5G mobile networks could be a multi-trillion
dollar boon to global productivity, according to a new study by Oxford Economics. Read more
See all research
Upcoming Webinars
Latin America’s exposure to an asset crash scenario
30 Mar 2023 | The failure of regional banks in the US did not change our baseline
forecast for asset prices, central bank policy or the real economy in Latin America. But
it was a reminder that the Fed could cause accidents along the way in its fight against
inflation and Latin America could become... Register now
Commodities demand: China to the rescue?
23 Mar 2023 | China’s abrupt reopening caused commodity prices to jump earlier this year
but questions remain about the strength of its recovery. We examine the extent to which
China will support commodity demand this year whilst also discussing the supply-side
outlook in commodity markets and...Register now
Disinflation will trigger some EMs to pivot ahead of the
Fed
22 Mar 2023 | We examine which EM central banks will win the race to pivot, focusing on
differences the extent to which core and services sector inflation generate persistence.
Our historical analysis suggest EMs are able to get ahead of Fed pivots. Register now
Financial stresses add to the downside risks to world
growth
20 Mar 2023 | We’ve recently revised up our world GDP growth forecast for 2023 modestly
and continue to see only modest recessions at worst in key advanced economies. The
recent failures of Silvergate Capital and Silicon Valley Bank (SVB) have nonetheless
highlighted the risk of a more substantive... Register
now
See all webinars
