Research Briefing
After a surge of activity during the Covid-19 years, growth in life science-related industries has slowed considerably and we expect...
Post Covid
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Research Briefing
We have recently added CPI estimates for selected major metros in the US to our US Cities and Regions Service....
Research Briefing
This year is set to be a turning point for commercial property markets in the US. A gradual easing of...
Research Briefing
The US has come out of the pandemic in better shape than China with GDP above pre-pandemic forecasts, whereas China...
A plunge in consumer spending in 2022-23 has been a key factor behind the poor performance of the Czech economy....
Research Briefing
The Indian economy has been more resilient than expected in 2023, but we believe the slowdown has only been postponed...
Research Briefing
We project the distribution of long-term economic pain inflicted by Covid will be similar to humans in the sense that those with pre-existing conditions will end up suffering the most.
Research Briefing
We think China's exit from its zero-Covid policy will only happen in H2 2023 - a more cautious view than...
Research Briefing
With most of the continent finally treating Covid as endemic, we expect APAC's private consumption growth to remain resilient in...
Research Briefing
The post-pandemic recovery in business investment in Japan is lagging other GDP contributors. But we expect the pent-up demand accumulated...
Research Briefing
The Nordic countries will exit 2021 in much better shape than when they entered it. Considerable progress on vaccine rollouts...
The legacy of the massive fiscal response to the pandemic is ballooning government debt. From 2019 to today, average government...
Research Briefing
Our new monthly Asia Pacific Recovery Tracker shows overall momentum stalling in recent months amid the Delta-driven surge in Covid...
Research Briefing
Indian households have hoarded savings through the Covid crisis, although to a lesser extent than the rest of the world....
Research Briefing
Vaccine programs across the world are well underway and should enable a sustained and meaningful easing of restrictions in late-2021...
Although the structural drags on inflation in commodity prices will remain post-COVID, short-term cyclical factors have risen sharply in recent...
