Research Briefing
We see the strong pull back in long-term US yields since the peak of the reflation trade this year as...
Coronavirus
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Displaying 1 to 20 of 379 results
Research Briefing
President-elect Pedro Castillo will struggle to pass legislation in Peru’s fragmented Congress, meaning the proposals that markets most worry about...
Research Briefing
Having suffered less during the pandemic, Columbus has recovered 70% of its lost jobs from the nadir of the pandemic....
Research Briefing
Struggling to recover from the reported exodus of residents during the pandemic, San Francisco has recouped only 28% of its...
The construction sector did not escape the coronavirus-induced economic downdraft unscathed. Activity at the global scale fell 1.4% in 2020,...
Research Briefing
The spread of the Delta coronavirus variant appears to have usurped inflation as the key concern. The Delta strain will...
Research Briefing
Our analysis of key economic indicators suggests on balance the economy is in the mid-cycle phase of the business cycle....
Research Briefing
Our estimates suggest that house prices in advanced economies may be around 10% overvalued versus long-term trends, albeit with considerable...
Research Briefing
There have been long, multi-year cycles in the US dollar over the last 50 years, often linked to divergent monetary...
Research Briefing
Benefitting from a succession of corporate relocations prior to the pandemic, Dallas has recovered 68% of its lost jobs from...
Research Briefing
Denver has recovered 55% of its lost jobs from the nadir of the pandemic. This corresponds to a net decline...
Research Briefing
Phoenix has recovered 66% of its lost jobs from the nadir of the pandemic. This corresponds to a net decline...
Research Briefing
Los Angeles has recovered 28% of its lost jobs from the nadir of the pandemic. This corresponds to a net...
Research Briefing
Progress in passing the Petroleum Industry Bill (PIB) and official adoption of the Nafex rate are two significant policy steps...
Travel and tourism, like many other industries, had become highly globalised in the years leading up to the COVID-19 pandemic....
Research Briefing
Eurozone inflation is set to push above the ECB’s 2% target for the first time since 2018. But we think...
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
The US Recovery Tracker added to its nearly five-month streak of weekly gains in the week ended July 9, rising...
Research Briefing
Ranking near the top in nearly every metric, Salt Lake City has recovered 94% of its lost jobs from the...
