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.
What AI means for economies, businesses, jobs & cities
Artificial Intelligence has the potential to fix the world's productivity problems, just as previous general purpose technologies such as steam power, electricity, and computers have, in our view.Find Out More
Australia: Flight to quality occurring but secondary markets may not be doomed
We believe the most significant policy measures to come through in the budget for residential building are the announced tax tweaks for build-to-rent (BTR) development.Find Out More