Research Briefing
We think the outlook for traditional winter sales in the eurozone is subdued this year and any boost won't be...
Consumer recovery
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Research Briefing
Our baseline forecast is for consumer spending in the eurozone to fall over the next two quarters as consumption fundamentals...
Research Briefing
2022 is proving to be a very disappointing year for global GDP growth, with risks that the outlook could worsen....
Research Briefing
Survey data this week offer a glimpse into the European economy's post-invasion reality. The Economic Sentiment Index (ESI) reading for...
Research Briefing
Eurozone consumer spending was poised to drive growth in 2022, but increasingly consumers' underpinnings have become shaky. While we still...
Research Briefing
Our eurozone Recovery Tracker saw further deterioration over the Christmas period, falling 1.5pts to 79.1 in the three weeks ended...
Research Briefing
According to the advance estimate, Q3 GDP exceeded expectations with a 2% expansion. While this figure is subject to revision,...
Research Briefing
Our new monthly Asia Pacific Recovery Tracker shows overall momentum stalling in recent months amid the Delta-driven surge in Covid...
Research Briefing
Inflation has been elevated in many Asian economies for several months now. Indeed, the Bank of Korea and the Monetary...
Research Briefing
Vaccine programs across the world are well underway and should enable a sustained and meaningful easing of restrictions in late-2021...
Research Briefing
We expect above-average growth in the eurozone over the coming quarters given the ample pent-up demand in the aftermath of...
Research Briefing
Warnings that the consumer recovery in advanced economies may be faltering look premature. While there are near-term downside risks due...
