2024 is likely to show global consumer markets growth for the fourth consecutive year. Despite the general economic slowdown, most...
Consumer Demand
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Research Briefing
Supply chain stress fell at the beginning of the year and further easing is likely due to weaker domestic and...
Our baseline economic outlook now assumes a mild US recession beginning in the second quarter of 2023. Despite recent moderation,...
Research Briefing
The easing in supply chain stress is an encouraging sign for the US inflation outlook, but conditions continue to drag...
Research Briefing
German industry has been successful in reducing its consumption of gas relative to previous years, particularly in the second half...
Research Briefing
We think China's exit from its zero-Covid policy will only happen in H2 2023 - a more cautious view than...
Research Briefing
As Russia's war in Ukraine enters a new phase, so does the economic crisis. Based on my conversations with locals...
Research Briefing
Supply chain developments were mixed in October, but the implications for the outlook, particularly for inflation, are modest. The easing...
Research Briefing
Timely October trade data from North Asia are flashing warning signs that Asia's export downturn is gathering momentum. We think...
Research Briefing
Our baseline forecast is for consumer spending in the eurozone to fall over the next two quarters as consumption fundamentals...
Consulting Report
OTAs generate additional travel demand for accommodations in Europe boosting GDP and job creation. In particular independent accommodations benefit from...
Consulting Report
OTAs generate additional travel demand for accommodation in APAC boosting GDP and job creation. Consumers in APAC also benefit from...
Consulting Report
In addition to generating significant economic impacts in terms of GDP and jobs, OTAs benefit the accommodation market in North...