Research Briefing
We have raised our aggregate GDP growth forecast for EMs in 2023 by 0.2ppts because most performed better than we...
Research Briefing
We have raised our aggregate GDP growth forecast for EMs in 2023 by 0.2ppts because most performed better than we...
Research Briefing
Canada's early-season wildfires have caused massive destruction and dislocation in their paths – we estimate they have already reduced GDP...
Research Briefing
Monetary policy is at a critical juncture. After decades of low and stable inflation, the seismic supply adverse shocks and...
Research Briefing
The growing impact of climate change means that mitigation policy is becoming more prominent across the Nordic region. The transition...
Research Briefing
Global economic prospects remain relatively subdued. While we have revised up our expectations for global growth this year given the...
Research Briefing
After decades of outperforming the broader economy, growth in tech spending by US businesses has become much more dependent on...
Research Briefing
After a choppy first quarter of GDP data, our novel Activity Trackers (which incorporate proprietary daily sentiment data from Penta)...
We have modelled the regional economic implications of a range of policies that governments could impose to support the transition...
Research Briefing
The Inflation Reduction Act and the CHIPS Act that passed last summer are spurring a sharp rise in investment in...
Research Briefing
Despite the US dollar already moderating from a multi-year peak in late 2022, we expect it to remain relatively strong...
Research Briefing
Eurozone central banks became unprofitable last year, and near-term operational losses are likely to persist as banks exit the accommodative...
As China finally becomes the last major economy to dismantle its Zero Covid restrictions and fully opens its borders, governments...
Research Briefing
On the back of China’s recent consumption outperformance, we now expect the economy to grow by at least 5.5% in 2023.
Research Briefing
We receive many questions on the state of the US economy from clients. Here, we answer the top five most...
Research Briefing
Providers of technology services benefitted from the coronavirus pandemic. Structural changes impacted virtually all industries worldwide, causing investment into the...
Research Briefing
The recent banking sector turmoil could trigger a chain reaction of events that plunges the global economy into recession. However,...
Research Briefing
Los Angeles benefited from a strong recovery in film sector and tourism-related jobs in 2022, finally yielding a recovery of...
Research Briefing
As expected, the Bank of Canada (BoC) held the target for the overnight rate steady at 4.5% in April and...
Research Briefing
With healthy in-migration and a burgeoning tech sector, Salt Lake City was one of the first metros to recover from...
Research Briefing
Houston's economy will benefit from in-migration in 2023 and see moderate growth in a broad range of industries, but its...