Why central banks may struggle to solve the inflation puzzle
May 12, 2023
Easing inflationary pressures are dominating headlines, but early rate cuts may jeopardise the medium-term outlook.
China: Rising risks of a balance sheet recession
January 03, 2023
China’s property sector is in a structural slowdown that could last for years.
Modelling the persistence of US inflation
April 13, 2022
Our long-term US rental model indicates that US CPI will remain above-target but decelerate.