Insights Hub

A modest interest rate cycle cometh…maybe

Central bankers have set out how they want to “normalise” monetary policy for some time.

4,000 buses coming

The green borrowing strategy of the UK government kicks off soon with the sale of the first green gilt

Bumps in the road

Numerous factors continue to impact on the production and distribution of goods and the smooth operation of labour markets. Output numbers can be impacted and investor sentiment might be challenged b ...

Real uncertainty

Climate change poses a risk to future economic growth. It also poses the threat of frequent and potentially damaging shocks to output.

The supply wobble

The pandemic has disrupted global supply in product and labour markets. This

More of the same

The second half of 2021 will be pretty much like the first half. Liquidity is plentiful and that will support asset prices. Short-term changes in sentiment will be driven by COVID news and central ba ...

Getting hot?

Worries about the economy overheating appear to have been overdone as the delta variant reminds us that the battle with the pandemic is far from over.

Richness all around

Thinking about thinking

It appears that the US Federal Reserve (Fed) is closer to achieving its inflation target than it expected to be when the “average inflation rate” framework was first presented.