Our 2021 mainland GDP growth forecast remains unchanged at 3.9% after the 2.6% Q3 expansion was broadly in line with...
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Research Briefing
Our Eurozone Recovery Tracker recorded a sizeable drop over the two weeks to November 7, mainly driven by worsening conditions...
Research Briefing
Finland’s GDP rose 0.9% in Q3 based on the flash estimate, in line with our forecast. High-frequency indicators show that...
Research Briefing
Growth in Q3 surprised on the upside based on the flash estimate, with activity in the previous months revised up....
Research Briefing
Eurozone headline inflation has risen substantially, with underlying pressures becoming more broad-based. But we think the impact on consumer spending,...
Research Briefing
We have lowered our 2021 mainland GDP growth forecast to 3.9% from 4.1% previously after a softer-than-expected expansion in July....
Research Briefing
Although the outlook for Sweden is strong with all restrictions removed, there are downside risks related to persistent supply-chain bottlenecks...
Research Briefing
South Korea’s economy continues to recover despite the surge in Covid cases due to the Delta variant, and should enter...
Research Briefing
Finland’s GDP in the last few quarters has been revised up slightly, lifting our growth forecast for 2021. High-frequency indicators...
Research Briefing
The Nordic recovery is on track despite some surprises in the Q2 GDP components and rising downside risks.
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
Household consumption reached its pre-pandemic level in Q2. Goods spending has been elevated throughout the recovery, while spending on essential...
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
Over the past twenty years parts of Asia Pacific have experienced some of the fastest economic growth globally. This trend...
Research Briefing
Canadian Households accumulated C$184bn in gross excess savings between Q1 2020 and Q1 2021. That pool likely expanded as tighter...
Commodity price surges were associated with spikes in inflation in the 1970s, but have not been so in recent decades....
The economic fallout from the pandemic has thrown economists a number of curve balls. The usual rules about recessions, with...
Research Briefing
The US Recovery Tracker fell 0.5ppts to 91.1 in the week ending May 7, the second decline in three weeks....
Research Briefing
Spend, save, and pay down debt – that’s exactly what US consumers did in early 2021. This supported a 14ppts...
Research Briefing
The US Recovery Tracker rose 0.2ppts to 91.1 in the week ending April 30, recouping its losses from the week...
