Research Briefing
Growth in Q3 surprised on the upside based on the flash estimate, with activity in the previous months revised up....
Research Briefing
Growth in Q3 surprised on the upside based on the flash estimate, with activity in the previous months revised up....
Research Briefing
Most APAC economies are shifting towards living with Covid, but the easing of restrictions can be expected to vary across...
Research Briefing
The ZEW and the Sentix for November surprised on the upside, showing thatinvestors are increasingly confident about the future even...
Research Briefing
The latest GDP numbers were a mixed bag. Growth accelerated to a three-month high in September, but this was almost...
Research Briefing
Signs of the GCC’s strengthening recovery from the Covid-19 pandemic continue to emerge. The PMI for Dubai rose to its...
Research Briefing
Monthly data continues to show a gradual but persistent slowdown in economic activity moving deeper into Q4. While we still...
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
The government has announced a record spending plan in the 2022 Budget to spur the post pandemic recovery. Measures include...
Research Briefing
The global recovery from the pandemic will be dented but not derailed if high energy prices persist throughout 2022, our...
The legacy of the massive fiscal response to the pandemic is ballooning government debt. From 2019 to today, average government...
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
GDP for the eurozone surprised on the upside in Q3 with growth of 2.2% q/q, slightly up from Q2. The...
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 forecast that over the period 2020-22 Shenzhen will be the fastest growing of the world’s major cities, not only...
Research Briefing
The week was full of events that could potentially become policy shakers. While the PMIs showed economic growth keeps cooling,...
Research Briefing
The recent escalation of the conflict between Poland and the European Union has significantly increased the odds of a decisive...
Research Briefing
Although the outlook for Sweden is strong with all restrictions removed, there are downside risks related to persistent supply-chain bottlenecks...
Research Briefing
Our new monthly Asia Pacific Recovery Tracker shows overall momentum stalling in recent months amid the Delta-driven surge in Covid...