Research Briefing
Higher headline and core inflation in advanced economies is on the way in H2 as a result of factors including...
Research Briefing
Higher headline and core inflation in advanced economies is on the way in H2 as a result of factors including...
Research Briefing
Our Latin America Recovery Tracker (LART) jumped 1.9pts during the weekending April 30, after the previous week’s 0.1pt drop was...
In a recent blog post, Will over-tourism be a problem again?, Eva McGrath-Olivan noted that while the increasing scale of...
As the Australian economy recovers from the COVID-19 recession, we are at a critical juncture in policy in Australia. Policy...
Research Briefing
US manufacturing activity is currently above pre-coronavirus levels, markingthe fastest and strongest recovery in the past 60 years. A durable...
Research Briefing
The CRT sank 1.3ppts to 85.9 in the week ended April 16, highlighted by a drop in the health index...
Research Briefing
A global shortage of semiconductors is the latest hiccup to disturb international supply-chains. In our view, though, the shortage is...
Research Briefing
US earnings growth continues to surprise to the upside, with more cyclical sectors leading the way in the Q1 earnings...
Research Briefing
Norway’s economy is restrained by activity restrictions that aim to maintain tight control over the pandemic. However, once containment measures ease,...
There has been extensive debate about the future of work after the coronavirus pandemic. At the heart of this is...
The health crisis has wreaked havoc on global supply chains. Lockdowns, restrictions on movement and quarantine regulations have disrupted conventional...
Research Briefing
The US Recovery Tracker rose 0.8ppts to 91.2 in the week ended April 16. Improvement in four of the six...
Research Briefing
Atlanta has recovered 52% of its lost jobs from the pandemic as of Q1, which was in line with the...
In a recent blog post we highlighted the role that public infrastructure investment can play in leading and sustaining economic...
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
Our European Cities Normality Tracker shows the extent to which cities across Europe are moving back towards ‘normality’ following the...
Research Briefing
Washington has recovered 49% of its lost jobs from the pandemic as of Q1. This was below the US recovery...
Research Briefing
Rising global Covid infections remain a key focus, but the recent surge is not automatically grounds for us to slash...
Research Briefing
Rising raw materials prices, supply-chain disruptions, and surging shipping costs are raising expenses for producers, boosting near-term global inflationary pressures....
Research Briefing
Since the start of the pandemic, eurozone countries have been able to relax fiscal policy without worrying about the eurozone’s...