Economic Commentary - China’s bumpy reopening recovery
In this month’s commentary our Chief Economist, Colin Warren, assesses the growth outlook in China following the recent easing of Covid restrictions.
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Economic Commentary - What is the outlook for the global economy in 2023?
In this month’s commentary our Chief Economist, Colin Warren, looks at some of the factors driving growth, inflation and monetary policy in 2023.
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Economic Commentary - Are we transitioning to an era of structurally higher inflation?
In this month’s commentary our Chief Economist, Colin Warren, looks at some longer-term developments – an ageing population, ‘deglobalisation’ and the green transition – that could mean we are entering an era of structurally higher inflation.
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Economic Commentary - Why is there talk of central banks raising their inflation targets and what might it mean for investors?
In this month’s commentary our Chief Economist, Colin Warren, discusses some of the possible implications if central banks were to increase their inflation targets.
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Economic commentary - How will recent turmoil in the banking sector impact the economic outlook?
In this month’s commentary our Chief Economist, Colin Warren, looks at how tighter lending standards in the wake of recent bank turmoil could weigh on the US economy.
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Economic Commentary - Waiting for a policy shift at the Bank of Japan
In this month’s commentary, our Chief Economist, Colin Warren, looks at why the Bank of Japan might soon end its policy of yield curve control, and what impact such a move might have on financial markets.