Energy Focus Introducing our long-term energy market forecasts The global energy market is in the early days of a radical redesign due to the need to cut greenhouse gas emissions. In this Focus, we introduce our long-term energy market forecasts, which are... 27th April 2023 · 14 mins read
Long Run Focus How can ageing countries protect their labour forces? As countries age, falling working-age populations will make it harder to sustain growth in the size of the labour force. Lessons from countries that are already advanced in the ageing process suggest... 28th March 2023 · 25 mins read
India Economics Focus Unlocking India's demographic potential If it isn't already, India will soon be the world’s most populous nation. But this doesn’t mean that policymakers can simply wait for the economic benefits to arrive. The key to unlocking India’s... 15th February 2023 · 14 mins read
Emerging Europe Economics Focus CEE’s energy crisis: looking beyond this winter The energy crisis in Central and Eastern Europe has lost some of its bite as natural gas prices have slumped and countries have made good progress in replacing Russian energy supplies. This has... 6th February 2023 · 25 mins read
Global Economics Focus The economic threat from cyberwarfare The Ukraine war has sent the risk of Russian cyberattacks on the West soaring up the agenda, with an attack on critical infrastructure potentially bringing whole economies to a halt. In most cases, a... 22nd November 2022 · 16 mins read
Global Economics Focus When will tourism recover from the pandemic? The post-pandemic recovery in travel and tourism still has some way to go in parts of the world that have been slower to lift restrictions, such as in Asia. And China’s reluctance to move away from... 15th September 2022 · 15 mins read
India Economics Focus Rupee to reverse course this decade The Indian rupee has continued its long-run trend of depreciation against the US dollar this year, taking it to a record low of 80/$. It may still weaken further in the near term. However, there are... 31st August 2022 · 17 mins read
Long Run Focus How inequality affects the long-run outlook Substantial fiscal support helped to prevent a big rise in income inequality within developed economies during the pandemic. But inequality was rising in many DMs before then and could revert to that... 3rd May 2022 · 18 mins read
Global Economics Focus Will labour shortages spur productivity gains? One possible upside of the current labour market shortages in developed economies is that they could push firms towards expanding output by raising investment and productivity instead of relying on... 2nd December 2021 · 19 mins read
India Economics Focus How much scarring will the pandemic leave? The pandemic’s most significant economic legacy in India will be a heavily-damaged banking sector that is likely to constrain investment over the years ahead. This underpins our view that the economy... 17th November 2021 · 18 mins read
Emerging Markets Economics Focus The pandemic and EM scarring risks The pandemic is likely to inflict lasting damage on potential growth in economies in much of Latin America, Africa and South and Southeast Asia, adding to the structural headwinds that they already... 9th September 2021 · 17 mins read
Global Economics Focus The CBDCs are coming We expect some major central banks to issue digital currencies later this decade, with those in countries where cash is rarest proceeding the fastest. The first generation of central bank digital... 6th July 2021 · 20 mins read
Long Run Focus Global migration to bounce back Global migration has ground to a halt over the past year or so, but we doubt that the pandemic will have any major lasting impact. Moreover, there is potential for migration to get a fresh impetus... 15th June 2021 · 21 mins read
Long Run Focus Will we start working less? The downward trend in average working hours in advanced economies has slowed or stalled in the past few decades. Yet there are reasons to think that the decline will resume, at least in some sectors... 13th May 2021 · 19 mins read
Long Run Focus Accelerated technology use will improve productivity There is evidence that the pandemic has accelerated technology use, partly through increased equipment investment but mainly through a change in the way that people work. The effects on productivity... 16th April 2021 · 14 mins read
Long Run Focus Another decade of negative real interest rates The equilibrium level of real interest rates in the global economy may not remain quite as low as of late, but we expect any rise to be gradual and small. With policymakers at the same time taking a... 24th February 2021 · 28 mins read
