Research Briefing
Growth in Q3 surprised on the upside based on the flash estimate, with activity in the previous months revised up....
Recovery
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Research Briefing
Most APAC economies are shifting towards living with Covid, but the easing of restrictions can be expected to vary across...
Research Briefing
Eurozone headline inflation has risen substantially, with underlying pressures becoming more broad-based. But we think the impact on consumer spending,...
Research Briefing
Our eurozone Recovery Tracker recorded a small increase over the two weeks ended October 24, rising 0.3pts to 88.0, just...
Research Briefing
We remain sceptical that Draghi’s reform agenda will be fully delivered and consider a long-term improvement in Italy’s economic prospects...
Research Briefing
Political turmoil in Portugal will delay the execution of some EU recovery funding and freeze key stimulus measures planned for...
The easy gains from re opening the London economy have now mostly been realised, and the visitor economy is still...
Research Briefing
The global recovery from the pandemic will be dented but not derailed if high energy prices persist throughout 2022, our...
Research Briefing
Remittances are an important source of income for families in Central America and the Caribbean, funding more than 20% of...
Research Briefing
As of the September 2021 jobs report, leisure and hospitality employment sits 9% below its pre-pandemic level; this is three...
Research Briefing
We have lowered our 2021 mainland GDP growth forecast to 3.9% from 4.1% previously after a softer-than-expected expansion in July....
Research Briefing
We forecast that over the period 2020-22 Shenzhen will be the fastest growing of the world’s major cities, not only...
Research Briefing
The recent escalation of the conflict between Poland and the European Union has significantly increased the odds of a decisive...
Research Briefing
Saddled with high costs that has led to out-migration, San Francisco has recovered only 40% of its lost jobs since...
Research Briefing
Tentative travel recovery has begun with some significant improvements in activity during the middle of the year, and notably in...
Research Briefing
Although the outlook for Sweden is strong with all restrictions removed, there are downside risks related to persistent supply-chain bottlenecks...
Research Briefing
The pandemic and a fragile political base will provide little room for new PM Fumio Kishida to make drastic changes...
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
Inflation has been elevated in many Asian economies for several months now. Indeed, the Bank of Korea and the Monetary...
Research Briefing
Canadian metros are rebounding strongly in 2021. We expect every metro to surpass their pre-pandemic GDP levels by the end...
