Research Briefing
Though the scale of December’s fall in retail sales came as a nasty surprise, it was not simply an Omicron...
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Research Briefing
We have kept our growth forecast for this year unchanged at 3.2%, as we expect the impact of the Omicron...
Research Briefing
A strong outturn for November took the output measure of GDP above its pre-pandemic peak. Given GDP is likely to...
Research Briefing
Strong industrial production numbers for November offer some hope that the worst is over, supporting our view of a gradual...
Research Briefing
We expect the solid recovery of the labour market and the lagged impact from the 2021 inflation surge to trigger...
Research Briefing
Our eurozone Recovery Tracker saw further deterioration over the Christmas period, falling 1.5pts to 79.1 in the three weeks ended...
Research Briefing
The hit to UK GDP from Omicron is likely to be much smaller than previous Covid waves
Research Briefing
The news for Europe at the start of the year has been mixed. The spread of the Omicron variant has...
Research Briefing
The spread of Omicron across Europe coupled with the holiday season will probably result in a surge in infections over...
Research Briefing
Though the government has opted to defer a decision on introducing further restrictions until after Christmas, it seems likely that...
Research Briefing
Our Recovery Tracker continued its downward trajectory in early December as the resurgent pandemic, reimposed restrictions, and voluntary social distancing...
Research Briefing
Based on the positive carryover effects from two strong months of GDP growth in August and September, we have raised...
Research Briefing
The spread of Omicron across Europe will probably see a surge in infections over the coming weeks that could surpass...
Research Briefing
We think the government’s shift to its Plan B Covid strategy is unlikely to have a significant impact on output....
Research Briefing
India's 2030 commitments include a hefty reduction in projected emissions and 50% clean electricity generation, setting the bar high.
Research Briefing
The surge in Covid cases continues across Europe, prompting governments to announce new restrictive measures that will impact economic growth...
Our 2021 mainland GDP growth forecast remains unchanged at 3.9% after the 2.6% Q3 expansion was broadly in line with...
Research Briefing
With Covid infections rising rapidly again across Europe, the health situation is back under the spotlight. Governments across the region...
Research Briefing
As Covid cases continue to rise in Europe, some governments have started to introduce new restrictions, while others have been...
Research Briefing
We have lowered our 2021 mainland GDP growth forecast to 3.9% from 4.1% previously after a softer-than-expected expansion in July....
