Research Briefing
Despite Covid cases rising globally, upside risks to our already relatively optimistic baseline are material. The main risk stems from...
Macro
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Displaying 1 to 20 of 123 results
Research Briefing
Our thorough analysis of inflation risks shows that Mexico should be the first to join Brazil in the rate-hiking club...
Research Briefing
Climate change is an increasingly important issue in the GCC region and is receiving a sharper focus in growth and...
Research Briefing
At May’s MPC meeting the committee revised up its forecast for GDP growth in 2021 significantly and laid out its...
Research Briefing
Our Latin America Recovery Tracker (LART) jumped 1.9pts during the weekending April 30, after the previous week’s 0.1pt drop was...
Research Briefing
US manufacturing activity is currently above pre-coronavirus levels, markingthe fastest and strongest recovery in the past 60 years. A durable...
Research Briefing
The CRT sank 1.3ppts to 85.9 in the week ended April 16, highlighted by a drop in the health index...
Research Briefing
Norway’s economy is restrained by activity restrictions that aim to maintain tight control over the pandemic. However, once containment measures ease,...
Research Briefing
The US Recovery Tracker rose 0.8ppts to 91.2 in the week ended April 16. Improvement in four of the six...
Research Briefing
The EU’s vaccine rollout will continue picking up steam in coming months after a lacklustre performance in Q1. Supply constraints...
Research Briefing
A win for pro-independence parties at Scottish elections on May 6 will put Scotland’s exit from the UK back on...
Research Briefing
Washington has recovered 49% of its lost jobs from the pandemic as of Q1. This was below the US recovery...
Research Briefing
Retail sales surged in March, even though many physical stores remained closed, while the reopening of non-essential stores and outdoor...
Research Briefing
The US Recovery Tracker rose 1.3ppts to 90.2 in the week ended April 9, its first reading above 90 since...
Research Briefing
March’s pickup in inflation will mark the beginning of a sharp rise over the next few months, as sizeable base...
Research Briefing
Sweden’s economy looks increasingly resilient to the latest round of activity restrictions. Despite stricter lockdown measures and a slow vaccine roll-out, Swedish...
Research Briefing
Although February saw GDP make only a modest advance in exiting a Covidshaped hole, the month’s 0.4% m/m rise in...
Research Briefing
We have revised up our forecasts for eurozone private consumption, and now envisage spending increasing 3.1% in 2021 and by...
Research Briefing
Lockdown measures likely caused the economy to contract by 1.5% in Q1, but we see growth recovering strongly throughout the...
Research Briefing
The US Recovery Tracker rose 0.8ppts to 89.1 in the week ended April 2, the sixth straight rise. Another week...
