Research Briefing
While we don’t expect the looming announcement of QE tapering by the US Fed to trigger a sharp rise in...
Coronavirus
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The construction sector has been one of the most resilient areas of the economy during the pandemic. As many other...
Research Briefing
We have cut our near-term growth forecasts, in part due to the spread of Delta, and are likely to fine-tune...
Research Briefing
The fiscal and monetary response to the pandemic will leave a lasting mark on the net trade position of the...
Research Briefing
The US Recovery Tracker carried the stalled progress we saw in the month of July into August, falling 0.3ppts to...
Research Briefing
Our recovery tracker has taken a step down due to the Greater Sydney lockdown and snap lockdowns in other capital...
Research Briefing
Business failures in Japan have been stemmed thanks to massive government and bank liquidity support. However, there’s mounting concern regarding...
Research Briefing
Headline CPI inflation rose 5.4% y/y in July 2021, but regional inflation is uneven, with prices up 5.9% y/y in...
Research Briefing
Our Recovery Tracker recorded a second consecutive mild contraction in the week ending July 25, falling 0.3pts to 85. This...
Research Briefing
The protracted Greater Sydney lockdown, and return to lockdown conditions in other capital cities and regions has led to a...
Research Briefing
The rapid spread of the Delta variant has resulted in a third wave of Covid-19infections, almost as severe as the...
Research Briefing
We estimate world GDP surpassed pre-pandemic levels in Q2. But in recent weeks surging cases of the Delta variant have...
Rising coronavirus cases have resulted in London moving further from normality throughout June and into July. London’s normality score 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
Recovering consumer demand has clashed with supply constraints, causing inventories relative to demand to fall in several industries, such as...
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
The US Recovery Tracker plateaued in July after a five-month winning streak. While consumers and businesses continue to spend, peak...
Research Briefing
Despite having a diverse economy, Philadelphia has recovered only 55% of its lost jobs from the nadir of the pandemic....
Research Briefing
Atlanta has recovered 56% of its lost jobs from the nadir of the pandemic. Its net decline of 4.7% from...
Research Briefing
The Delta coronavirus variant poses the greatest risk to the global economy, according to our latest survey of risk perceptions....
