Commodities Update

A primer on the EU’s deforestation regulation

The EU Deforestation Regulation (EUDR) will rejig the way commodity imports enter the EU when it comes into force later this year and could lead to premiums for compliant commodities over non...

17th June 2024 · 3 mins read

Commodities Chart Pack

Commodities Overview Chart Pack (Sep. 2023)

Prices will remain buffeted by weak global economic growth and a strong dollar, at a time of mounting supply risks and some policy stimulus in China. These conflicting pressures suggest that prices...

8th September 2023 · 1 min read

Global Economics Update

Comparing the Fed’s new FCI to our own

The Fed’s new FCI does a better job of illustrating the tightness of US financial conditions than various other measures. But our own FCI has had a better record at capturing turning points in real...

6th July 2023 · 5 mins read

Global Economics Update

Hikes nearly over, but most of their effect still to come

While the hiking cycles of all major central banks will soon be in the rear-view mirror, most of their impact on activity lies on the road ahead. Based on the latest national accounts data, we...

5th May 2023 · 5 mins read

Global Economics Update

Answering your questions about our new FCIs

We held an online Drop-In yesterday to present our new financial conditions indices and discuss how conditions have evolved in the wake of SVB’s collapse. (See a recording here). This Update addresses...

21st April 2023 · 5 mins read

Global Economics Focus

Introducing our new financial conditions indices (FCIs)

We have revamped our financial conditions indices (FCIs) for DM economies. This document sets out a framework for analysing financial conditions, explains our methodology, presents and interprets our...

18th April 2023 · 20 mins read