Research Briefing
The Recovery and Resilience Plans (RRPs) that EU member states have so far submitted to the European Commission to unlock...
Research Briefing
The Recovery and Resilience Plans (RRPs) that EU member states have so far submitted to the European Commission to unlock...
Research Briefing
Our Latin America Recovery Tracker (LART) climbed 3.4pts during the week ending May 14, the largest weekly gain since last...
The current investment in Australian infrastructure is barely keeping pace with demand. To meet future demand we will need to...
Research Briefing
The Canada Recovery Tracker (CRT) edged up 0.3ppts to 86 in the week ended April 30 as increases in six...
Research Briefing
As we feared, the second coronavirus wave is playing havoc with India’s health system and more states have adopted stricter...
The current investment in Australian infrastructure is barely keeping pace with demand. To meet future demand we will need to...
Research Briefing
Our new North America Housing Affordability Indices (HAIs) show affordability improved across the region early in the pandemic but will...
Research Briefing
We think that recent inflation surprises are not evidence of a regime shift in price-setting behaviour. But the path for...
The current investment in Australian infrastructure is barely keeping pace with demand. To meet future demand we will need to...
Research Briefing
Côte d'Ivoire managed to avoid an economic contraction in 2020, largely due to its robust agricultural sector and government's comprehensive...
Research Briefing
Côte d'Ivoire managed to stave off the worst effects of the Covid-19 pandemic as the country successfully avoided a recession...
Research Briefing
Our Latin America Recovery Tracker (LART) improved by 0.9pts during the week ending May 7. Although less than the revised...
Research Briefing
The Canadian economy will get a significant fiscal stimulus boost as it emerges from the coronavirus crisis. We see the...
In his recent blog post, James Nixon argued that the exit from the current round of pandemic-driven QE may be...
Research Briefing
Finland is keeping tight control over the coronavirus outbreak. New infections are falling steadily, over 40% of the adult population...
Research Briefing
The Canada Recovery Tracker (CRT) fell 0.6ppts to 85.6 in the week ended April 23, its fifth consecutive decline, but...
Research Briefing
Many Pacific, South West & Mountain area metros suffered minimal losses in 2020. We expect them to see healthy growth...
Research Briefing
Despite Covid cases rising globally, upside risks to our already relatively optimistic baseline are material. The main risk stems from...
Research Briefing
Our thorough analysis of inflation risks shows that Mexico should be the first to join Brazil in the rate-hiking club...
Research Briefing
The pandemic had a devastating impact on tourism in 2020 and we expect that 2021 will be another challenging year...