Research Briefing
Recovery in international travel will gather pace during 2022, but there will be some further reductions in activity early in...
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Research Briefing
We see signs that the worst is over and we expect eurozone industrial production to grow a strong 4% in...
Latin America’s economy enters the new year on a weakened footing. Our 2022 themes revolve around the inherent struggle between...
Research Briefing
It appears to be a forgone conclusion that the ECB council will agree to end its Pandemic Emergency Purchase Programme...
Research Briefing
Canada’s full economic recovery from the pandemic has been delayed, notderailed. The economy continues to benefit from reopening amid highvaccination...
Research Briefing
The US Recovery Tracker fell sharply in late November as news of the Omicron variant hit financial markets, exacerbating the...
Research Briefing
The Nordic countries will exit 2021 in much better shape than when they entered it. Considerable progress on vaccine rollouts...
Research Briefing
A less positive economic outlook and rising downside risks are threatening the global real estate recovery. Our baseline forecast is...
Research Briefing
We expect monetary policy to continue to diverge across Asia Pacific in 2022, with central banks in the advanced APAC...
Research Briefing
India's 2030 commitments include a hefty reduction in projected emissions and 50% clean electricity generation, setting the bar high.
Research Briefing
Our US supply-chain stress tracker points to less stress in November. Still, while transportation challenges eased, they remained the greatest...
Research Briefing
Diminishing economic disruption and uncertainty, stemming from the pandemic and ensuing supply-side bottlenecks, bode well for a still-strong recovery in...
We have lowered our Greater London GDP forecast to 5.4% in 2022 after 5.7% in 2021. Inner London sees 5.5%...
Attracting foreign direct investment (FDI) is central to the growth diversification strategy for countries in the Middle East, especially in...
Research Briefing
The surge in Covid cases continues across Europe, prompting governments to announce new restrictive measures that will impact economic growth...
Research Briefing
In Asia, the upturn in production should help ease global supply-chain bottlenecks heading into 2022.
Research Briefing
Recent months have seen the favourable lending environment for households begin to tighten. Inflation concerns have bond markets pricing in...
Research Briefing
We anticipate 2022 will be a ‘MESSI’ (Moderating Expansion with Sticky Supply-driven Inflation) year for the US economy. After experiencing...
Research Briefing
The eurozone pushed on with a strong recovery in 2021, but in many ways that’s been the easy part. With...
