Research Briefing
High-frequency data on numbers of employees and median pay suggest that the Covid-19 pandemic has not made the ‘north-south divide’...
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Research Briefing
The minutes of September’s MPC meeting were more hawkish, leading markets to price in a rate hike early next year....
Research Briefing
Asia’s economic performance over the next six to nine months will continue to be hugely influenced by developments in the...
Research Briefing
Notwithstanding Covid-related risks, we expect Asian currencies will show resilience in the face of tighter US monetary policy, particularly when...
Research Briefing
The role of the RMB is greatest where China is a major destination for manufacturing exports, suggesting that the degree...
Research Briefing
Construction and, to a lesser extent, manufacturing and agriculture were the only UK sectors to suffer significant labour shortages in...
Research Briefing
Our ASEAN-6 growth tracker, which includes Indonesia, Malaysia, the Philippines, Thailand, Singapore, and Vietnam, points to a weak start to...
Research Briefing
Profitability has staged an impressive recovery, but the rise in Q1 operating margins to a 12-year high materially overstates corporate...
An unexpected bright spot of the pandemic has been a surge in risk-taking by entrepreneurs, igniting a record stretch of...
The construction sector has been one of the most resilient areas of the economy during the pandemic. As many other...
Automation and robotization are rapidly transforming industries across the world: The global stock of robots has more than doubled since...
For most product-based businesses, the supply chain problems that have defined the Covid-19 era are not going away quickly. Executives...
Research Briefing
Headline CPI inflation in Canada was up 3.1% y/y in June, and we expect that a transient release of pent-up...
Research Briefing
The Delta coronavirus variant poses the greatest risk to the global economy, according to our latest survey of risk perceptions....
Research Briefing
President-elect Pedro Castillo will struggle to pass legislation in Peru’s fragmented Congress, meaning the proposals that markets most worry about...
Research Briefing
Elevated inflation is giving policymakers in Central and Eastern Europe headaches. Two of the regions’ outperformers, Poland and Hungary, are...
Research Briefing
Progress in passing the Petroleum Industry Bill (PIB) and official adoption of the Nafex rate are two significant policy steps...
Research Briefing
The Reserve Bank of India (RBI) has played a key role in leading India’s pandemic policy response. While elevated inflation...
Research Briefing
The Covid crisis has accelerated the US economy’s automation in a way that we think will outlast the pandemic, leading...
Research Briefing
OPEC+ countries could agree an oil output increase of 2m b/d between August and December against the backdrop of rising...
