Research Briefing
US earnings growth continues to surprise to the upside, with more cyclical sectors leading the way in the Q1 earnings...
Coronavirus vaccine
Filter content
Tag
Region
Research Briefing
The EU’s vaccine rollout will continue picking up steam in coming months after a lacklustre performance in Q1. Supply constraints...
Research Briefing
Rising global Covid infections remain a key focus, but the recent surge is not automatically grounds for us to slash...
Research Briefing
Since the start of the pandemic, eurozone countries have been able to relax fiscal policy without worrying about the eurozone’s...
Research Briefing
Global trade is recovering so strongly that infrastructure seems unable to support it. As shipping costs reach new highs, reports...
Research Briefing
The rapidly swelling second wave has taken a big toll on the country’s health infrastructure. The health system has collapsed...
Research Briefing
Egypt has proven to have one of the most resilient emerging market economies on the globe in the face of...
Research Briefing
The next stage of the US travel recovery has commenced. After a challenging fall and winter, signals are turning positive....
Research Briefing
In an unwelcome development, global Covid case numbers are rising sharply again. Although this adds downside risk to our economic...
Research Briefing
The global travel recovery has remained elusive so far. Vaccination is underway in 150 countries and will play a vital...
Research Briefing
The coronavirus resurgence in India is raising concerns that the recovery could be derailed. With state governments reluctant to reintroduce...
Research Briefing
Despite increasing numbers of new coronavirus cases globally, the possibility that more economies will enjoy both limited domestic restrictions and...
Research Briefing
Achieving collective immunity is a pre-condition for Latin American authorities to lift mobility restrictions permanently. We forecast that LatAm won’t...
Research Briefing
A run of encouraging business surveys and the apparent successful reopening of the Israeli economy suggest that upside risks to...
