Latest commentary, market research and economic updates from Consensus Economics.
Support has largely been driven by the recent renewed rise in global energy prices, which pushed up both inflation expectations and UK bond yields. Money markets are currently pricing in several rate hikes by September 2027, as increased import costs could require a tighter…
Read articleThe following study uses correlation analysis to examine some of the linkages between various currencies. The calculations were made using daily data over the period from March 2, 2026 to…
Read articleThese could arise from a number of sources, including dependence on industries which are subject to seasonal swings in demand or supply (tourism and agriculture, for example) and financial effects…
Read articleThe y-o-y rate of the CPI slowed from 4.3% in June, to 3.5% in July, as transport prices eased to 4.6%, from 8.6% in June. This was despite restaurants &…
Read articleTo finance the move without putting upward pressure on US Treasury yields, the Japan reportedly acquired US$88bn through the Fed’s FIMA repo facility. In addition, the US Treasury sold euros…
Read articleAs central banks loosened policy and purchased large quantities of government bonds, the price of these bonds were pushed higher and yields declined throughout the 2010s. Weak growth and subdued…
Read articleHeightened geopolitical risk in the Middle East has placed European transport networks under intense scrutiny, with a particular focus on the supply of jet fuel given the high share of…
Read articleScores were assigned to each of the factors on a scale of 0 (no influence) to 10 (very strong influence). The consensus results are the averages of individual panellists' scores…
Read articleScores were assigned to each of the factors on a scale of 0 (no influence) to 10 (very strong influence). The consensus results are the averages of individual panellists' scores…
Read articleThese could arise from a number of factors, including dependence on industries which are subject to seasonal swings in demand and the annual weather cycle. In order to identify such…
Read articleReview the forecasts behind the research, then order the publication coverage you need.
