Research Briefing
We remain bullish on the outlook for the Canadian economy over the next two years despite a surprising contraction in...
Growth & secular trends
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Research Briefing
The US economy is past its peak, but that doesn’t mean the recovery is headed into reverse. While a deteriorated...
Research Briefing
Foreign militaries, especially those from the US and France, have invested enormous resources in battling Islamist militancy in Africa, but...
Research Briefing
The Egyptian economy has proven resilient in the face of the Covid-19 pandemic, but more recent PMI figures suggest that...
Research Briefing
Africa is a key source of the minerals that will be central to the green energy transition. The level of...
Research Briefing
The US economy is unlikely to experience an inflation regime shift. But after a decade of glacial price rises in...
The sustainability of hydrocarbon revenues among Gulf Cooperation Council (GCC) economies has been a major concern for decades, prompting a...
Research Briefing
The growth recovery divergence between advanced economies and African frontier markets is becoming more overt this year as vaccination campaigns...
Research Briefing
The Egyptian economic recovery is struggling to gain traction following a robust performance in 2020. We expect the economy to...
Research Briefing
Egypt has proven to have one of the most resilient emerging market economies on the globe in the face of...
Research Briefing
After spending over $5tn in cumulative cyclical fiscal relief, Congress is now contemplating President Joe Biden’s structural stimulus package worth...
Research Briefing
The total Cairenes consumer spending is estimated at $79.2bn in 2020, with Cairo also being one of the few cities...
Research Briefing
Urbanisation and pockets of increased socio-economic development have resulted in African cities becoming hotspots from a consumer spending perspective. This...
We spelt out our view on the future of globalisation this week. We don’t expect globalization to go into reverse,...
