Economics
- FoundationIn June, global headline inflation fell further, to 3.4%Y from 3.8%Y in May, driven largely by lower energy inflation. Core inflation showed a similar decline, falling from 4.5%Y in May to 4.2%Y in June.
- UpdateGlobal Economics - Key Forecast Profile
- FoundationHow does immigration affect the global economy? Focusing on both supply and demand channels, we examine diverging impacts on growth and inflation across regions. We highlight the risks that shifts in immigration policy pose to the economic outlook – both downside and upside.
- FoundationOur views around the world.
- IdeaThe BoJ hiked, the BoE cut and the Fed emphasized the risks to the dual mandate. The narrative now shifts to where the central banks go from here.
- IdeaThe BoJ hiked, the BoE cut and the Fed emphasized the risks to the dual mandate. The narrative now shifts to where the central banks go from here.
- UpdateGlobal Economics - Key Forecast Profile
- IdeaVarying consumption outlooks are a big part of the differences in our growth outlooks around the world.
- IdeaVarying consumption outlooks are a big part of the differences in our growth outlooks around the world.
- UpdateGlobal Economics - Key Forecast Profile
- IdeaPolicy in China remains supply-side oriented, and there are downside risks to growth.
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