Research Briefing
Though global recession fears are mounting, our newly developed emerging markets activity trackers show most EMs are now outperforming compared...
Research Briefing
Though global recession fears are mounting, our newly developed emerging markets activity trackers show most EMs are now outperforming compared...
Research Briefing
Upward revisions to recent quarters have pushed up our Sweden growth forecast for 2022 to 3%. That said, we expect...
Research Briefing
South Africa faces a serious risk of being 'grey listed' by the international Financial Action Task Force (FATF), which will...
Global commercial property prices were barely affected by the pandemic despite the fall in output and changes in the structure...
Research Briefing
The Norway mainland GDP forecast has been raised 0.5ppts to 3% following a slight growth surprise in Q2 and a...
Research Briefing
We have increased our 2022 GDP growth forecast for Sweden by 0.4ppts to 2.4%, as growth in Q2 surprised on...
Research Briefing
We estimate consumer spending in the eurozone increased by 0.8% q/q in Q2, despite persistent elevated inflation denting real incomes...
Research Briefing
Higher inflation and weaker external demand as Europe battles with energy shortages have led us to lower our Norwegian mainland...
Research Briefing
We have cut our 2022 GDP growth forecast for Denmark by 0.7ppts to 3.1% to reflect the prospect of energy...
Research Briefing
Global economic uncertainty remains elevated, despite an easing in concerns about the fallout from war. Evidence suggests risks to growth...
Research Briefing
Increased borrowing costs are raising corporate default fears in the US, but we believe higher interest rates alone won't be...
Research Briefing
The short-term outlook for China's major cities has deteriorated further since our last release in March. While the global surge...
Research Briefing
Salt Lake City’s low costs and outdoor amenities have attracted in-migration, spurring robust population over the last few years. The...
Research Briefing
The eurozone's labour market has outperformed expectations since the start of the pandemic, but current headwinds to economic growth are...
Research Briefing
The expectation of a strong recovery in the tourism sector, coupled with the divergence between resilient services activity and a...
Research Briefing
The global economic outlook has deteriorated in the last quarter. With the Russia-Ukraine war the major concern.
Research Briefing
Higher international food prices will have a more aggressive impact on African CPI readings than those in advanced economies. This...
Research Briefing
We forecast that as the distortions from the pandemic subside, employment growth across Europe's major cities will generally outperform national...
Research Briefing
Currencies of large Asian commodity exporters (AUD, NZD, MYR) have substantially outperformed those of importers (INR, KRW, THB).
Research Briefing
Alongside its decision to raise rates by 25bps to 0.5%, the MPC today sent an unmistakeably hawkish message, and we...