Research Briefing
The US Recovery Tracker rose 0.8ppts to 89.1 in the week ended April 2, the sixth straight rise. Another week...
Macro
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Research Briefing
Could fiscal stimulus lead to economic overheating? Our assessment suggests that while that’s a risk, it’s not a foregone conclusion,...
Research Briefing
The labour market recovery has outpaced expectations since the initial COVID19 shock. While the removal of JobKeeper is likely to...
Research Briefing
With the government confirming that non-essential retailers and outdoor hospitality will reopen in England on Monday, our forecast of a...
Research Briefing
Our recovery tracker indicator has continued to improve through 2021 after a seasonal dip in January. The tracker has reached...
Research Briefing
Q4’s national accounts revealed GDP falling not quite as far short of pre-Covid levels as previously believed. And a reversion...
Research Briefing
The unexpected resilience of house prices last year sets 2021 up to be another year of rising values. But unsupportive...
Research Briefing
According to our analysis, eurozone consumers are raring to get spending as soon as restrictions are eased. Our modelling, based...
Research Briefing
Urbanisation and pockets of increased socio-economic development have resulted in African cities becoming hotspots from a consumer spending perspective. This...
Our latest UK sector forecasts show that we expect services will outpace industrial production this year, in contrast to the...
The pandemic has resulted in higher savings for some and shifted consumer spending patterns, literally towards homes - see BIS...
Brochure
You may be interested in FX Risk Tool A rigorous and transparent framework to measure the risk of a sharp...
