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The Looming Recession

December 8, 2022
The global outlook is moving in a stagflationary direction. — Inflation momentum has continued to build, leading to central bank tightening that will slow growth across the key economies. — Russia’s invasion of Ukraine has disrupted key commodity markets and supply chains [more]

More documents contained in "The House View - Snapshot"

40 Documents
January 13, 2022
As we arrive in 2022, there are plenty of storm clouds on the horizon to grapple with: inflation rates in the major economies remain well above target and well above what the forecasting community expected last year; aggregate demand remains elevated; global supply-chains are still clogged; the Covid-19 pandemic continues to fester; and the geopolitical climate is also darkening. [more]