Research Briefing
We believe now is the time to close out our tactical bullish GBP call, initiated in March, as the almost...
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Displaying 1 to 20 of 535 results
Research Briefing
If implemented, the global tax reforms agreed at this month’s G7 meeting would set a floor for corporate tax rates...
Research Briefing
Saudi Arabia’s GDP fell 3.0% y/y in Q1 according to newly released data, slightly less than preliminary estimates suggested. The...
Research Briefing
London’s business activity continued to improve in April, according to the IHS Markit Purchasing Manager’s Index (PMI), and business confidence...
Research Briefing
May’s PMIs delivered a set of record, or near-record, high readings. Whileactivity may not be quite as heated as the...
Research Briefing
Current climate action pledges won’t contain global warming to well below 2°C in line with the Paris Agreement. If decisive...
Research Briefing
After being lauded for their successful containment of Covid-19 in 2020, the ASEAN-6 economies have experienced a surge in cases...
Research Briefing
World trade is staging an impressive recovery and so are ASEAN’s exports. We forecast exports will make a positive contribution...
Research Briefing
Though the budget deficit remains very high, monthly borrowing totals haveconsistently undershot the OBR’s forecasts. We expect this to continue...
The sustainability of hydrocarbon revenues among Gulf Cooperation Council (GCC) economies has been a major concern for decades, prompting a...
Research Briefing
India’s new lockdown strategy, which is being led by states, seems to be working. The sustained decline in the daily...
Research Briefing
The US Recovery Tracker fell 0.5ppts to 91.1 in the week ending May 7, the second decline in three weeks....
With the American Rescue Plan, US President Biden is implementing a stimulus program of historic proportions. Coming on top of...
Research Briefing
Côte d'Ivoire managed to stave off the worst effects of the Covid-19 pandemic as the country successfully avoided a recession...
Research Briefing
Spend, save, and pay down debt – that’s exactly what US consumers did in early 2021. This supported a 14ppts...
Research Briefing
The Canadian economy will get a significant fiscal stimulus boost as it emerges from the coronavirus crisis. We see the...
Research Briefing
Saudi GDP fell 3.3% y/y in Q1 according to flash estimates, slightly weaker than we had expected. The decline was...
Research Briefing
The US Recovery Tracker rose 0.2ppts to 91.1 in the week ending April 30, recouping its losses from the week...
Research Briefing
Many Pacific, South West & Mountain area metros suffered minimal losses in 2020. We expect them to see healthy growth...
Research Briefing
Despite Covid cases rising globally, upside risks to our already relatively optimistic baseline are material. The main risk stems from...
