Research Briefing
Latest data point to a delayed start to a consumer revival in the eurozone, but we see relatively low risk...
Pre-Pandemic
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Research Briefing
The West's major central banks are well into their quantitative tightening programmes, reducing their combined balance sheet by $5.1 trillion....
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
Weak demand, profit margin compression, easing pipeline pressures, and abating supply bottlenecks mean we see core goods inflation strongly coming down...
Research Briefing
All the components of our supply chain stress tracker were steady or signaled an improvement in conditions in July. The...
Research Briefing
Net migration trends are poised to reverse course over the next five years compared to 2020 and 2021 as employees...
Research Briefing
Supply chain stress eased further in March and we expect conditions to continue improving through the rest of 2023.
Research Briefing
Toronto and Montreal drove a strong uplift in Canadian employment in Q1. However, small losses are expected through the rest...
Research Briefing
Supply chain stress continued to ease in February despite stronger-than-expected economic growth. Supply chains could return to pre-pandemic conditions by...
Research Briefing
We expect global inflation to return to pre-crisis levels faster than it took to reach its peak. While any number...
Research Briefing
We now incorporate a faster recovery from the post-Covid exit wave and raise our 2023 full-year GDP growth forecast to...
Research Briefing
Long-term forward rates have risen markedly in the US, eurozone, and UK over the past year, and now stand well...
Research Briefing
Canada has likely just entered a moderate recession that will last for much of 2023.
Research Briefing
Financial conditions in Canada have tightened significantly this year and we estimate this will shave 0.7ppts off GDP growth by...
Research Briefing
There is no perfect measure of nominal wages – each has its own blemishes. So, we've created a wage tracker...
Research Briefing
Gold prices have been under pressure since the beginning of 2022, as high US real rates increase the opportunity cost...
Research Briefing
The outlook for Latin America changed dramatically after Russia's invasion of Ukraine last February.
Research Briefing
In most UK regions and nations, inactivity levels have risen since the beginning of the pandemic, and an increasing number...
Research Briefing
Following the conclusion of HomeBuilder, rising property prices and interest rate hikes, first home buyer (FHB) demand has normalised to...
