Latin America’s economy enters the new year on a weakened footing. Our 2022 themes revolve around the inherent struggle between...
Recovery
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Research Briefing
The Nordic countries will exit 2021 in much better shape than when they entered it. Considerable progress on vaccine rollouts...
Research Briefing
A December rate hike would require the Monetary Policy Committee (MPC) to be satisfied that the end of the furlough...
Research Briefing
A less positive economic outlook and rising downside risks are threatening the global real estate recovery. Our baseline forecast is...
Research Briefing
The level of Asian exports in volume terms has been stagnant in H2 2021. In addition, across the major manufacturing...
Research Briefing
We expect monetary policy to continue to diverge across Asia Pacific in 2022, with central banks in the advanced APAC...
Research Briefing
Diminishing economic disruption and uncertainty, stemming from the pandemic and ensuing supply-side bottlenecks, bode well for a still-strong recovery in...
We have lowered our Greater London GDP forecast to 5.4% in 2022 after 5.7% in 2021. Inner London sees 5.5%...
Research Briefing
We see China’s economy entering 2022 with weaker growth. Our forecast has GDP growth dipping to 3.6% y/y in Q4...
Research Briefing
After enduring one of the deepest downturns in 2020, the UK has enjoyed one of the strongest rebounds in 2021....
Research Briefing
In Asia, the upturn in production should help ease global supply-chain bottlenecks heading into 2022.
Research Briefing
The eurozone pushed on with a strong recovery in 2021, but in many ways that’s been the easy part. With...
Our 2021 mainland GDP growth forecast remains unchanged at 3.9% after the 2.6% Q3 expansion was broadly in line with...
Research Briefing
With Covid infections rising rapidly again across Europe, the health situation is back under the spotlight. Governments across the region...
Research Briefing
Our Eurozone Recovery Tracker recorded a sizeable drop over the two weeks to November 7, mainly driven by worsening conditions...
Research Briefing
We see little evidence that the outlook for underlying inflation in the eurozone is much changed from a few months...
Research Briefing
According to the advance estimate, Q3 GDP exceeded expectations with a 2% expansion. While this figure is subject to revision,...
Research Briefing
Real GDP for ASEAN-6 economies1 grew 1.7% y/y in Q3, down from 9.3% in Q2, reflecting both a less favourable...
Research Briefing
Finland’s GDP rose 0.9% in Q3 based on the flash estimate, in line with our forecast. High-frequency indicators show that...