Research Briefing
Our new monthly Asia Pacific Recovery Tracker shows overall momentum stalling in recent months amid the Delta-driven surge in Covid...
Consumer spending
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Displaying 1 to 20 of 126 results
Research Briefing
Inflation has been elevated in many Asian economies for several months now. Indeed, the Bank of Korea and the Monetary...
Research Briefing
The outlook for retail demand is mixed. As lockdowns ease, relaxed tradingrestrictions will drive sales. However, this will also facilitate...
Research Briefing
A sustained pandemic with scarring effects would reduce Canada’s economic growth by close to 0.3ppts per annum between 2021 and...
Research Briefing
We believe prospects for FDI inflows into APAC over the medium term remain strong, even though pandemic-driven supply disruptions and...
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’ve raised our 2021 GDP growth forecast by 0.2ppts to 3.4%, following the full release of the Q2 national accounts....
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
The US Recovery Tracker slid to its lowest level in nearly three months during the week ended August 20, declining...
Research Briefing
Retail sales fell sharply in July, but we don’t see this as a reason to turn bearish on the consumer...
Research Briefing
The US Recovery Tracker plateaued in July after a five-month winning streak. While consumers and businesses continue to spend, peak...
Research Briefing
The Delta coronavirus variant poses the greatest risk to the global economy, according to our latest survey of risk perceptions....
Research Briefing
Warnings that the consumer recovery in advanced economies may be faltering look premature. While there are near-term downside risks due...
Research Briefing
Progress in passing the Petroleum Industry Bill (PIB) and official adoption of the Nafex rate are two significant policy steps...
Research Briefing
The US Recovery Tracker added to its nearly five-month streak of weekly gains in the week ended July 9, rising...
Research Briefing
The Canada Recovery Tracker (CRT) climbed 2.3ppts to 89.4 in the week ended May 14, its third consecutive rise. Six...
Research Briefing
The Canada Recovery Tracker (CRT) edged up 0.3ppts to 86 in the week ended April 30 as increases in six...
Research Briefing
Spend, save, and pay down debt – that’s exactly what US consumers did in early 2021. This supported a 14ppts...
Research Briefing
Despite Covid cases rising globally, upside risks to our already relatively optimistic baseline are material. The main risk stems from...
Research Briefing
The CRT sank 1.3ppts to 85.9 in the week ended April 16, highlighted by a drop in the health index...
