Dominic Rech

The global housing market seems to be stabilizing faster than expected despite months of rising mortgage rates, according to our research. House prices are beginning to rise in economies such as the US, Australia and Canada. click.gs.com/75s7

OPEC+’s pricing power—its ability to raise oil prices without notably denting demand—is unusually high, our economists say. We lifted our forecast for Brent crude to $95 a barrel by the end of 2023 after the group's cut to oil production. click.gs.com/b9q9

The Bank of England has been working hard to bring down high inflation. However, mortgage rates in the UK have risen substantially during the hiking cycle and the effects could be felt beyond the property market, our economists say: click.gs.com/ieav

Electric vehicles are forecast to make up half of new global car sales by 2035, according to our research. While rising prices for electricity and batteries are challenges for EVs in the short term, our strategists expect innovation to overcome hurdles: click.gs.com/h0ss

China’s faster-than-expected reopening from COVID-19 is not only expected to improve the country’s economic outlook–our economists say it will likely boost global economic growth too. click.gs.com/l79a

A key part of Japan’s monetary policy–known as yield curve control–is under growing market scrutiny, according to Ryoya Wakamatsu, our yen rates market strategist. Here's why it could change. 👇 click.gs.com/i5yg

The U.S. Inflation Reduction Act is “shifting the worldview on the art of the possible” when it comes to investing in the country’s climate transition, according to our senior leaders. click.gs.com/jvdk

The US is likely to escape recession in 2023. Our economists forecast inflation to decline and only a small increase in unemployment. Find out why: click.gs.com/rpfm