Research Briefing
Political turmoil in Portugal will delay the execution of some EU recovery funding and freeze key stimulus measures planned for...
Research Briefing
Political turmoil in Portugal will delay the execution of some EU recovery funding and freeze key stimulus measures planned for...
Research Briefing
Favorable spending fundamentals among US consumers and a desire to make up for last year’s socially distanced holidays should add...
Research Briefing
The National Bank of Poland (NBP) hiked its policy rate by 75bps to 1.25% at yesterday’s meeting. Although some tightening...
Research Briefing
We estimate that Warsaw’s GDP grew by 4.5% a year in the 2010-19 period, so notably faster than its five...
Research Briefing
Carbon pricing – either through a tax or an emissions trading scheme – will play an integral role in efforts...
Research Briefing
The government has announced a record spending plan in the 2022 Budget to spur the post pandemic recovery. Measures include...
Research Briefing
China's official manufacturing PMI fell 0.4 points to 49.2 in October, while the non-manufacturing PMI dropped to 52.4, from 53.2...
Research Briefing
We forecast a permanent hit to Singapore’s population after two consecutive years of contraction in which border closures restricted regular...
Research Briefing
Europe’s tourism sector made solid strides towards recovery this summer. In July, overnight stays reached just above 70% of 2019...
Research Briefing
The CBR today surprised the market and us with a 75bp hike, which brought the policy rate to 7.50%. The...
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....
Research Briefing
We don’t expect any policy changes to emerge from the October ECB meeting as key policy decisions are closely tied...
Research Briefing
South Africa will hold its local government elections on November 1 with popular discontent and voter apathy at an all-time...
Research Briefing
Our new monthly Asia Pacific Recovery Tracker shows overall momentum stalling in recent months amid the Delta-driven surge in Covid...
Research Briefing
Inflation has been elevated in many Asian economies for several months now. Indeed, the Bank of Korea and the Monetary...
Research Briefing
Canadian metros are rebounding strongly in 2021. We expect every metro to surpass their pre-pandemic GDP levels by the end...
Research Briefing
A sustained pandemic with scarring effects would reduce Canada’s economic growth by close to 0.3ppts per annum between 2021 and...
Research Briefing
In a surprise move, the Monetary Authority of Singapore today tightened monetary policy by slightly raising the slope of the...
Research Briefing
The Nordic recovery is on track despite some surprises in the Q2 GDP components and rising downside risks.
Research Briefing
We believe prospects for FDI inflows into APAC over the medium term remain strong, even though pandemic-driven supply disruptions and...