Research Briefing
African purchasing managers' index (PMI) readings for Q3 2022 reflect economic weakness on the continent and we expect GDP data...
Recovery
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Displaying 1 to 20 of 310 results
Research Briefing
The negative market reaction to last week's fiscal announcements appears to be a function of doubts over the credibility of...
Research Briefing
Our baseline economic outlook now assumes a mild US recession in the first half of 2023. Despite moderate improvement in...
Research Briefing
We have cut our China growth forecast to 3.2% in 2022, from 4% previously, reflecting dismal Q2 growth and the...
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
We have kept our growth forecast for Sweden in 2022 largely unchanged but lowered it for next year to 1.6%...
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
Denmark's inflation outlook is deteriorating rapidly. With the EU announcing plans to wind down imports of Russian oil, higher-for-longer oil...
Research Briefing
We have lowered Sweden's growth outlook for this year to 2.1% from 2.6% last month, a move largely driven by...
Research Briefing
The approaching French legislative elections are defined by serious political risks. Our baseline sees Macron's presidential coalition winning the majority...
Research Briefing
Despite headwinds to the eurozone economy, the tourism sector continues to shine bright. Our high-frequency Tourism Tracker suggests overnight stays...
Research Briefing
We have lowered Sweden's growth outlook for this year to 2.6% from 2.8% amid rising downside risks. The main headwind...
Research Briefing
Survey data this week offer a glimpse into the European economy's post-invasion reality. The Economic Sentiment Index (ESI) reading for...
Research Briefing
With Covid-19 restrictions lifting, and relatively little direct exposure to the Russia-Ukraine situation except through commodity prices and supply disruptions,...
Research Briefing
Global recovery from the pandemic will be further deferred due to effects from the Russian invasion of Ukraine and we...
Research Briefing
Eurozone consumer spending was poised to drive growth in 2022, but increasingly consumers' underpinnings have become shaky. While we still...
Research Briefing
We have lowered Sweden's growth for this year to 3.1% from 3.6% previously due to the fallout from Russia's invasion...
Research Briefing
Currencies of large Asian commodity exporters (AUD, NZD, MYR) have substantially outperformed those of importers (INR, KRW, THB).
