Global key themes 2022: Strong recovery amid shifting risks
Diminishing economic disruption and uncertainty, stemming from the pandemic and ensuing supply-side bottlenecks, bode well for a still-strong recovery in 2022. But next year will herald a new phase in the recovery, driven by distinct shifts in the key macroeconomic trends.
What you will learn:
- Tighter fiscal policy will be a common thread across advanced economies (AEs) as emergency support measures are unwound.
- The unwinding of the large hoard of excess savings accumulated by households may soften the blow from tighter fiscal policy.
- We’re still confident that inflation will fall back sharply in 2022.
Tags:
Related Services
Post
Tariff Sector Vulnerability Index
Electronics, electricals, motor vehicles, pharmaceuticals and machinery are most exposed globally to US-imposed tariffs.
Find Out More
Post
Silver lining for China’s residential real estate sector
Residential real estate commencements (floor area) are expected to pick up over 2025. However, activity will remain at structurally lower levels, with Chinese authorities expected to maintain their goal to clamp down on speculative demand.
Find Out More