Research Briefing
We expect important changes to the EU’s fiscal governance framework, but no paradigm shift. Specifically, green and digital public investments...
Macroeconomics
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Displaying 1 to 20 of 203 results
With eurozone inflation confirmed at a record-high of 5.0% y/y in December, the debate over how long upward price pressures...
The release of the ECB December meeting minutes confirmed that inflation remained at the forefront of the Governing Council’s discussions...
Research Briefing
Ukraine’s sovereign Eurobond yields soared since mid-November when US sources first reported a build-up of Russian troops along its eastern...
Research Briefing
After emerging as an outperformer in early 2021, the Central and Eastern European region is set to face an eventful...
Research Briefing
Our new index of European real estate obsolescence finds that the Nordic countries have the lowest risk of obsolescence and...
Research Briefing
Our US supply-chain stress tracker offers some encouraging news to kick off the new year. However, logistics bottlenecks remained.
Research Briefing
The US Recovery Tracker recorded its second straight loss in the week ended Dec. 24. Typical weakness ahead of the...
Research Briefing
Based on the positive carryover effects from two strong months of GDP growth in August and September, we have raised...
Latin America’s economy enters the new year on a weakened footing. Our 2022 themes revolve around the inherent struggle between...
Our 2021 mainland GDP growth forecast remains unchanged at 3.9% after the 2.6% Q3 expansion was broadly in line with...
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....
Policy inaction has left Australia a laggard among advanced economies in adopting lower net-emissions targets. But domestic climate policy could...
Our 2021 mainland GDP growth forecast remains unchanged at 4.1%. With all domestic restrictions eased and the pandemic largely under...
Research Briefing
We expect Latin America to return to low trend growth in 2022, as policysupport is withdrawn and the easy gains...
Research Briefing
The closure of the international border has caused net overseas migration (NOM) to crash during the pandemic, significantly slowing population...
Research Briefing
The halving of Australia’s arrival cap in July 2021 will drag on net overseas migration (NOM) in Q3 and Q4...
Research Briefing
While we don’t expect the looming announcement of QE tapering by the US Fed to trigger a sharp rise in...
Research Briefing
Rapid house price rises are feeding into a broader asset price boom that’s the strongest in decades and also unusually...
There has been much discussion around the world about how the Covid pandemic is disproportionately impacting women in the labour...
