Research Briefing
Following a swift recovery, the US labor market is entering a crucial phase and the answers to five key questions...
Research Briefing
Following a swift recovery, the US labor market is entering a crucial phase and the answers to five key questions...
Research Briefing
After a decade of consistently strong growth, UK labour supply has slumped since the onset of the pandemic and we...
Research Briefing
The lifting of Covid restrictions on January 27 adds to hopes that the worst of the pandemic is in the...
Research Briefing
Whether or not the MPC raises Bank Rate in February is close to a 50:50 call. We marginally favour a...
Research Briefing
Though the scale of December’s fall in retail sales came as a nasty surprise, it was not simply an Omicron...
Research Briefing
We’ve lowered our 2022 Danish GDP forecast 0.1ppt to 3%, with the Omicron variant expected to slow activity in Q1....
Research Briefing
A strong outturn for November took the output measure of GDP above its pre-pandemic peak. Given GDP is likely to...
Research Briefing
The hit to UK GDP from Omicron is likely to be much smaller than previous Covid waves
Research Briefing
That movements in consumer credit and households’ savings in November returned to levels more akin to pre-Covid norms offered further...
Research Briefing
Though the government has opted to defer a decision on introducing further restrictions until after Christmas, it seems likely that...
Global industry emerged strong in early 2021, following a lacklustre performance the year before. But with a right jab from...
Research Briefing
The recovery of Canadian metros is continuing in terms of both GDP and employment. We forecast that GDP in Edmonton...
The short-term outlook for China and its cities has weakened slightly this quarter. New headwinds from the property sector slowdown...
Research Briefing
Industrial production will lag services growth globally going into 2022 as supply-chain pressures continue to bite and the post-pandemic recovery...
Research Briefing
Despite the uncertainty caused by the surge in Omicron cases, the BoE raised interest rates to 0.25% this week. This...
Research Briefing
The ECB took significant steps to tighten its highly accommodative policy stance over the course of 2022 on the back...
Research Briefing
Even though Omicron is casting a huge shadow over the UK economy, the BoE today raised Bank Rate to 0.25%...
Research Briefing
The Gulf Cooperation Council (GCC) will be one of only two major regions globally (the other being ASEAN) to grow...
Research Briefing
Inflationary pressures have strengthened and broadened in Central and Eastern Europe recently, prompting a hawkish turn by the region’s central...
Research Briefing
Downward revisions to Q2 and Q3 GDP figures and concerns about the spread of the Omicron coronavirus variant have led...