Research Briefing
Growth was confirmed at 0.9% in Q2, driven by domestic demand while net exports were a drag. The monthly GDP...
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Displaying 1 to 20 of 207 results
Research Briefing
Finland’s Q2 GDP has been revised up slightly, which mechanically has lifted our forecast for 2021 growth. Most leading indicators...
Research Briefing
Delta remains the primary threat to the recovery, but we also think that the drag from continuing, supply-chain disruption will...
Research Briefing
Our ASEAN-6 growth tracker, which includes Indonesia, Malaysia, the Philippines, Thailand, Singapore, and Vietnam, points to a weak start to...
Research Briefing
More than 11 million individuals will lose access to emergency unemployment benefits at the end of next week creating a...
Research Briefing
Oil exports from Saudi Arabia soared to SAR61.5bn in June, a 123% increase from a year earlier, as oil output...
Research Briefing
We have cut our near-term growth forecasts, in part due to the spread of Delta, and are likely to fine-tune...
Research Briefing
The Delta variant is causing concern globally and is becoming significant in the Middle East. It now accounts for most...
Research Briefing
The US Recovery Tracker carried the stalled progress we saw in the month of July into August, falling 0.3ppts to...
Automation and robotization are rapidly transforming industries across the world: The global stock of robots has more than doubled since...
Research Briefing
Finland’s GDP for 2020 has been revised down, with a larger contraction in the first half of the year and...
Research Briefing
Our Recovery Tracker recorded a second consecutive mild contraction in the week ending July 25, falling 0.3pts to 85. This...
Research Briefing
We estimate world GDP surpassed pre-pandemic levels in Q2. But in recent weeks surging cases of the Delta variant have...
For most product-based businesses, the supply chain problems that have defined the Covid-19 era are not going away quickly. Executives...
Research Briefing
The US Recovery Tracker plateaued in July after a five-month winning streak. While consumers and businesses continue to spend, peak...
Research Briefing
We see the strong pull back in long-term US yields since the peak of the reflation trade this year as...
Research Briefing
Warnings that the consumer recovery in advanced economies may be faltering look premature. While there are near-term downside risks due...
The construction sector did not escape the coronavirus-induced economic downdraft unscathed. Activity at the global scale fell 1.4% in 2020,...
Research Briefing
The spread of the Delta coronavirus variant appears to have usurped inflation as the key concern. The Delta strain will...
Research Briefing
Our analysis of key economic indicators suggests on balance the economy is in the mid-cycle phase of the business cycle....
