Research Briefing
Inflation has been elevated in many Asian economies for several months now. Indeed, the Bank of Korea and the Monetary...
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
We estimate France’s fiscal deficit in 2022 will be around €40bn wider than projected by the government in its draft...
Research Briefing
Repeatedly hawkish comments from BoE Governor Bailey suggest that the MPC is preparing the ground for a rate rise. Consequently,...
Research Briefing
The Danish economy expanded 2.8% q/q in Q2, sending GDP comfortably above its pre-pandemic level. As a result, we have...
Research Briefing
Finland’s GDP in the last few quarters has been revised up slightly, lifting our growth forecast for 2021. High-frequency indicators...
Research Briefing
The UK economy made more progress in August in returning to its pre-Covid size. But supply-side friction and pressure on...
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
US GDP topped its peak pre-pandemic level in Q2, but the pace of the economic recovery was largely unchanged as...
Research Briefing
Los Angeles, like New York, has suffered from urban flight that has persisted due to the delta variant. LA has...
Research Briefing
We believe prospects for FDI inflows into APAC over the medium term remain strong, even though pandemic-driven supply disruptions and...
Our 2021 mainland GDP growth forecast remains unchanged at 4.1%. With all domestic restrictions eased and the pandemic largely under...
Research Briefing
Private bank credit contracted 2.7% in 2020 in Indonesia and continued to decline on a year-on-year basis through most of...
Despite another shift in the Covid-19 situation across Europe, national governments have largely resisted imposing new lockdowns, and our short-term...
Research Briefing
The surge in European gas and electricity prices over recent months pushed energy prices to an all-time high in August,...
Research Briefing
Asia’s economic performance over the next six to nine months will continue to be hugely influenced by developments in the...
Research Briefing
Notwithstanding Covid-related risks, we expect Asian currencies will show resilience in the face of tighter US monetary policy, particularly when...
Research Briefing
The role of the RMB is greatest where China is a major destination for manufacturing exports, suggesting that the degree...
Research Briefing
We’ve raised our 2021 GDP growth forecast by 0.2ppts to 3.4%, following the full release of the Q2 national accounts....