Research Briefing
The Danish economy expanded 2.8% q/q in Q2, sending GDP comfortably above its pre-pandemic level. As a result, we have...
Research Briefing
The Danish economy expanded 2.8% q/q in Q2, sending GDP comfortably above its pre-pandemic level. As a result, we have...
Research Briefing
It’s not runaway inflation, and it’s certainly not stagflation. In fact, the US economy is going through a bout of...
Research Briefing
The US Recovery Tracker slipped to 97.5 in the week ended October 1, down 0.6pts from its post-pandemic high in...
Research Briefing
The US economy has lost some luster, but demand appears resilient in the face of lingering supply-chain disruptions.
Research Briefing
The surge in European gas and electricity prices over recent months pushed energy prices to an all-time high in August,...
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
Ghana managed to fight off the worst effects of the Covid-19 pandemic last year. While the country's economic prospects remain...
Research Briefing
The US economy is past its peak, but that doesn’t mean the recovery is headed into reverse. While a deteriorated...
Consulting Report
This research seeks to quantify the size and scale of the illicit consumption of cigarettes in Mexico, as well as...
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
In 2022, we expect the strength of global economic growth to be driven by demand-side developments, in stark contrast to...
Research Briefing
The latest money and credit data suggested caution on the part of consumers. Unsecured lending flatlined in July and households’...
Research Briefing
The Egyptian economy has proven resilient in the face of the Covid-19 pandemic, but more recent PMI figures suggest that...
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
July’s fall in inflation is likely to represent only brief respite for consumers. After a larger than expected rise in...
For most product-based businesses, the supply chain problems that have defined the Covid-19 era are not going away quickly. Executives...
Research Briefing
Headline CPI inflation in Canada was up 3.1% y/y in June, and we expect that a transient release of pent-up...
Research Briefing
European cities are on the road to recovery, as the improving health situation and gradual lifting of restrictions provide the...
Research Briefing
South Africa was particularly hard hit by the Covid-19 pandemic as the government imposed strict containment measures. As such, the...
Research Briefing
Côte d'Ivoire managed to avoid an economic contraction in 2020, largely due to its robust agricultural sector and government's comprehensive...