Research Briefing
Latest data point to a delayed start to a consumer revival in the eurozone, but we see relatively low risk...
Household savings
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A plunge in consumer spending in 2022-23 has been a key factor behind the poor performance of the Czech economy....
Research Briefing
We expect weak consumer spending in the eurozone to persist throughout 2023 and into early 2024. Consumption has mainly been...
With Covid-related restrictions now removed, the Chinese economy is due for a bounce. In consensus thinking, much of that uptick...
Research Briefing
Though our baseline forecast this year is a shallow global recession in the first half of the year the uncertainty...
Research Briefing
We think the outlook for traditional winter sales in the eurozone is subdued this year and any boost won't be...
Research Briefing
Revisions to personal income and spending data suggest US households accumulated a smaller stock of excess savings and have depleted...
As spiralling energy prices threaten to cause huge pain for consumers and businesses, governments across Europe are rolling out initiatives...
Research Briefing
The real-wages squeeze, slowing retail sales, and falling commodity and producer prices all point to inflation slowing down, albeit slowly....
Research Briefing
Households' financial surpluses sharply increased in 2020 and remained high in 2021 due to the Covid pandemic. Most of the...
Research Briefing
Diminishing economic disruption and uncertainty, stemming from the pandemic and ensuing supply-side bottlenecks, bode well for a still-strong recovery in...
Research Briefing
After enduring one of the deepest downturns in 2020, the UK has enjoyed one of the strongest rebounds in 2021....
Research Briefing
Indian households have hoarded savings through the Covid crisis, although to a lesser extent than the rest of the world....
Research Briefing
A great uncertainty for the growth outlook is the extent to which households will spend the additional savings they’ve accumulated...
