Research Briefing
GDP for the eurozone surprised on the upside in Q3 with growth of 2.2% q/q, slightly up from Q2. The...
Inflation
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Displaying 1 to 20 of 686 results
Research Briefing
The Bank of Japan (BoJ) left monetary policy unchanged at today’s (28th October) meeting, retaining current short- and long-term interest...
Research Briefing
The CBR today surprised the market and us with a 75bp hike, which brought the policy rate to 7.50%. The...
Research Briefing
We have lowered our 2021 mainland GDP growth forecast to 3.9% from 4.1% previously after a softer-than-expected expansion in July....
Research Briefing
We don’t expect any policy changes to emerge from the October ECB meeting as key policy decisions are closely tied...
Research Briefing
The week was full of events that could potentially become policy shakers. While the PMIs showed economic growth keeps cooling,...
Research Briefing
Although the outlook for Sweden is strong with all restrictions removed, there are downside risks related to persistent supply-chain bottlenecks...
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 Housing Affordability Indices (HAIs) show affordability deteriorated in nearly all US and Canadian metros in Q2 2021 as home...
Research Briefing
We have cut our global GDP growth forecasts again, and now have reduced our 2021 estimate by a total of...
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
Data for the UAE show inflation turned positive in August for the first time since December 2018, due to a...
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
The US Recovery Tracker slipped to 97.5 in the week ended October 1, down 0.6pts from its post-pandemic high in...
Research Briefing
The US economy has lost some luster, but demand appears resilient in the face of lingering supply-chain disruptions.
Research Briefing
Our Recovery Tracker suffered a setback at September’s end, falling 1.1pts to87.6 after reaching a new pandemic high two weeks...
Research Briefing
Consumer spending took over as the driver of recovery in Q2. We expect similar gains in Q3, leaving spending 3%...
Research Briefing
Government support schemes have been hugely successful in mitigating the financial consequences of the pandemic to consumers. But at the...
