Research Briefing
Global trade is recovering so strongly that infrastructure seems unable to support it. As shipping costs reach new highs, reports...
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Research Briefing
The Egyptian economic recovery is struggling to gain traction following a robust performance in 2020. We expect the economy to...
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...
The financial market volatility that has already marked the early stages of the COVID-19 economic recovery underscores how much the...
Research Briefing
The US Recovery Tracker rose 1.3ppts to 90.2 in the week ended April 9, its first reading above 90 since...
Alexander Wyatt-Mackle, Senior Economist at Oxford Economics joins Christopher Marquis, Cornell professor and host of the China Corner Office Podcast...
Research Briefing
The next stage of the US travel recovery has commenced. After a challenging fall and winter, signals are turning positive....
Research Briefing
After spending over $5tn in cumulative cyclical fiscal relief, Congress is now contemplating President Joe Biden’s structural stimulus package worth...
Research Briefing
In an unwelcome development, global Covid case numbers are rising sharply again. Although this adds downside risk to our economic...
Research Briefing
Boston has recovered 49% of its lost jobs from the pandemic as of Q1. This was below the US recovery...
Research Briefing
Although February saw GDP make only a modest advance in exiting a Covidshaped hole, the month’s 0.4% m/m rise in...
Research Briefing
We have revised up our forecasts for eurozone private consumption, and now envisage spending increasing 3.1% in 2021 and by...
Research Briefing
CPI inflation rates will remain volatile in 2021, with both headline and coremeasures set to spike to the top of...
Research Briefing
The global travel recovery has remained elusive so far. Vaccination is underway in 150 countries and will play a vital...
In his recent blog post, Richard Holt explored whether Covid-19 will lead to a permanent flight from the cities as...
Research Briefing
The GCC provides an interesting case study of how the vaccine programmesimpact upon the response of countries to rising new...
Research Briefing
The labour market recovery has outpaced expectations since the initial COVID19 shock. While the removal of JobKeeper is likely to...
Research Briefing
CPI inflation is set to rise well above the Bank of Canada’s 2% target this spring and will likely surpass...
As John Templeton once said, the four most dangerous words in investing are “this time it’s different.” This notion seems...
