Research Briefing
Diminishing economic disruption and uncertainty, stemming from the pandemic and ensuing supply-side bottlenecks, bode well for a still-strong recovery in...
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Displaying 1 to 20 of 188 results
Research Briefing
Supply chain disruption, a new pattern of consumption and the tricky transition from public to private demand mean that 2022...
Research Briefing
The global recovery from the pandemic will be dented but not derailed if high energy prices persist throughout 2022, our...
Research Briefing
Tentative travel recovery has begun with some significant improvements in activity during the middle of the year, and notably in...
Research Briefing
The global economic outlook appears to be deteriorating, according to our quarterly review of alternative measures of economic risk. Most...
Research Briefing
Electricity demand from the road vehicle sector is set to accelerate sharply in the coming decades, according to our new...
Research Briefing
Stringent mitigation scenarios aimed at limiting global warming to 1.5°C are right at the edge of what is economically feasible...
Research Briefing
While the potential collapse of Chinese property firm Evergrande matters, it doesn’t signal a ‘Lehman moment’ that might spark global...
Research Briefing
In 2022, we expect the strength of global economic growth to be driven by demand-side developments, in stark contrast to...
Research Briefing
Recovery in both domestic and international travel is underway in the second half of 2021, despite some larger adverse impacts...
Research Briefing
Bank of England MPC member Gertjan Vlieghe recently highlighted how the UK’s growing wealth will continue to put a damper...
Research Briefing
Concerns have risen about financial market risks, centring around elevated asset valuations and high corporate debt. A lack of corporate...
Research Briefing
In our recent extended panel assessment on EM FX, we found most currencies have yet to recover ‘fair value’ after...
Automation and robotization are rapidly transforming industries across the world: The global stock of robots has more than doubled since...
Research Briefing
Inventories – normally a strong predictor of the business cycle – are uncharacteristically low, even though global growth is at...
For most product-based businesses, the supply chain problems that have defined the Covid-19 era are not going away quickly. Executives...
The construction sector did not escape the coronavirus-induced economic downdraft unscathed. Activity at the global scale fell 1.4% in 2020,...
Research Briefing
There have been long, multi-year cycles in the US dollar over the last 50 years, often linked to divergent monetary...
Research Briefing
The transition to a greener economy through changes in government climate policy, technology, investment, and consumer preferences will fuel huge...
Research Briefing
Despite Covid cases rising globally, upside risks to our already relatively optimistic baseline are material. The main risk stems from...
