Research Briefing
Our new monthly Asia Pacific Recovery Tracker shows overall momentum stalling in recent months amid the Delta-driven surge in Covid...
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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
Finland’s GDP in the last few quarters has been revised up slightly, lifting our growth forecast for 2021. High-frequency indicators...
Research Briefing
We still think India’s recovery will be subdued in H2 2021, despite a significant pick-up in vaccinations from August. The...
Research Briefing
The GCC recovery built momentum in Q3, thanks to vaccine progress, easing of health restrictions, and higher oil output. However,...
Research Briefing
Asia’s economic performance over the next six to nine months will continue to be hugely influenced by developments in the...
“Since December 2020, the EU has exported 700 million vaccine doses to 130 countries worldwide,” European Union (EU) Commission President...
Research Briefing
Our recovery tracker has taken a step down due to the Greater Sydney lockdown and snap lockdowns in other capital...
Research Briefing
The protracted Greater Sydney lockdown, and return to lockdown conditions in other capital cities and regions has led to a...
Research Briefing
We expect the more transmissible Delta coronavirus variant will have a much lower impact on European economies than previous waves,...
Research Briefing
The Reserve Bank of India (RBI) has played a key role in leading India’s pandemic policy response. While elevated inflation...
Research Briefing
States are starting to relax lockdown measures as the second wave of Covid infections is showing signs of plateauing. As...
Research Briefing
After a weak Q1 for the global economy, our baseline forecast is for a strong growth rebound in Q2, and...
Research Briefing
Vaccines are the key to a safe and permanent transition to more normal conditions. But evidence from economies that already...
Research Briefing
Strong CPI figures in the US have intensified the debate about the inflation outlook, especially in the context of soaring...
Research Briefing
India’s new lockdown strategy, which is being led by states, seems to be working. The sustained decline in the daily...
Research Briefing
As we feared, the second coronavirus wave is playing havoc with India’s health system and more states have adopted stricter...
Research Briefing
We think that recent inflation surprises are not evidence of a regime shift in price-setting behaviour. But the path for...
Research Briefing
Higher headline and core inflation in advanced economies is on the way in H2 as a result of factors including...
Research Briefing
A global shortage of semiconductors is the latest hiccup to disturb international supply-chains. In our view, though, the shortage is...
