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Learn moreLatest Analysis
- Apr 30 2021
United States: Macro Musings Opening salvo with more firepower in the wings
The nation’s economic policy makers took center stage this week. President Biden unveiled his latest economic proposal before a joint session of Congress and the Federal Reserve concluded its rate-set...
- Apr 30 2021
Global Risk Survey: Rising hopes for a consumer boom
Business sentiment has improved further over the past month, based on our latest quarterly survey of global risk perceptions. Upside hopes now rest as much on consumers’ willingness to run down saving...
- Apr 30 2021
The time looks right for a boom in capex
We expect capital expenditure (capex) to come back strongly in 2021, supported by a dynamic rise in capital goods orders. Whether it’s enough for a more permanent increase in investment (and productiv...
- Apr 29 2021
United States: Recovery Tracker advances toward its pre-Covid level
Our US Recovery Tracker rose 0.8ppts to 91.2 in the week ended April 16. Improvement in four of the six components kept momentum solid, though the gain was softer than the 1.4ppts of average weekly gr...
- Apr 29 2021
Latin America: Recovery Tracker stalled as countries battle third wave
Our Latin America Recovery Tracker (LART) fell 0.1pts during the week ending April 23, after a short-lived improvement in the previous two weeks. Mobility stalled as a few countries extended restricti...
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