Research Briefing
The Nordic recovery is on track despite some surprises in the Q2 GDP components and rising downside risks.
Research Briefing
The Nordic recovery is on track despite some surprises in the Q2 GDP components and rising downside risks.
Research Briefing
US GDP topped its peak pre-pandemic level in Q2, but the pace of the economic recovery was largely unchanged as...
Research Briefing
Los Angeles, like New York, has suffered from urban flight that has persisted due to the delta variant. LA has...
Research Briefing
We believe prospects for FDI inflows into APAC over the medium term remain strong, even though pandemic-driven supply disruptions and...
Research Briefing
We still think India’s recovery will be subdued in H2 2021, despite a significant pick-up in vaccinations from August. The...
Research Briefing
Continued strength in the latest labour market data has led us to strengthen our London employment forecast. We now expect...
Research Briefing
The US Recovery Tracker strengthened in the week ended September 17, rising 0.3ppts to 96.1, but remaining below its early...
Despite another shift in the Covid-19 situation across Europe, national governments have largely resisted imposing new lockdowns, and our short-term...
Research Briefing
Asia’s economic performance over the next six to nine months will continue to be hugely influenced by developments in the...
Research Briefing
Notwithstanding Covid-related risks, we expect Asian currencies will show resilience in the face of tighter US monetary policy, particularly when...
Research Briefing
Indian households have hoarded savings through the Covid crisis, although to a lesser extent than the rest of the world....
Research Briefing
The role of the RMB is greatest where China is a major destination for manufacturing exports, suggesting that the degree...
Research Briefing
The recent broad-based rises in core inflation across a range of advanced economies has reopened the debate as to whether...
Research Briefing
Our new supply-chain stress indicator reveals the US economy faces escalating supply-side challenges. Transportation logjams are the greatest point of...
“Since December 2020, the EU has exported 700 million vaccine doses to 130 countries worldwide,” European Union (EU) Commission President...
Research Briefing
Vaccine programs across the world are well underway and should enable a sustained and meaningful easing of restrictions in late-2021...
Research Briefing
We expect Latin America to return to low trend growth in 2022, as policysupport is withdrawn and the easy gains...
Research Briefing
Canada will likely usher in another minority government when voters hit the polls on Sept 20, led by either the...
Research Briefing
We’ve raised our 2021 GDP growth forecast by 0.2ppts to 3.4%, following the full release of the Q2 national accounts....
Research Briefing
Growth was confirmed at 0.9% in Q2, driven by domestic demand while net exports were a drag. The monthly GDP...