Research Briefing
Vaccine programs across the world are well underway and should enable a sustained and meaningful easing of restrictions in late-2021...
Recovery
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Research Briefing
We’ve raised our 2021 GDP growth forecast by 0.2ppts to 3.4%, following the full release of the Q2 national accounts....
Research Briefing
Growth was confirmed at 0.9% in Q2, driven by domestic demand while net exports were a drag. The monthly GDP...
Research Briefing
Household consumption reached its pre-pandemic level in Q2. Goods spending has been elevated throughout the recovery, while spending on essential...
Research Briefing
Governments around Australia pursued an ‘infrastructure-led recovery’ to kickstart the economy following the coronavirus induced 2020 recession. As part of...
Research Briefing
The US Recovery Tracker exited the summer on a bright note. It rose 0.7ppts to 96.7 during the two weeks...
Research Briefing
Finland’s Q2 GDP has been revised up slightly, which mechanically has lifted our forecast for 2021 growth. Most leading indicators...
Research Briefing
The US economy is past its peak, but that doesn’t mean the recovery is headed into reverse. While a deteriorated...
Research Briefing
We expect above-average growth in the eurozone over the coming quarters given the ample pent-up demand in the aftermath of...
Research Briefing
Nearly half of the 16.9 million jobs in the leisure & hospitality (L&H) industry, as defined by the North American...
Research Briefing
Recovery in both domestic and international travel is underway in the second half of 2021, despite some larger adverse impacts...
Although the ‘ pingdemic ’ in July raised concerns about the UK economic recovery, the evidence is that activity has...
Research Briefing
Our ASEAN-6 growth tracker, which includes Indonesia, Malaysia, the Philippines, Thailand, Singapore, and Vietnam, points to a weak start to...
Research Briefing
Profitability has staged an impressive recovery, but the rise in Q1 operating margins to a 12-year high materially overstates corporate...
Research Briefing
The US Recovery Tracker slid to its lowest level in nearly three months during the week ended August 20, declining...
An unexpected bright spot of the pandemic has been a surge in risk-taking by entrepreneurs, igniting a record stretch of...
Research Briefing
The Egyptian economy has proven resilient in the face of the Covid-19 pandemic, but more recent PMI figures suggest that...
Research Briefing
The closure of the international border has caused net overseas migration (NOM) to crash during the pandemic, significantly slowing population...
Research Briefing
The halving of Australia’s arrival cap in July 2021 will drag on net overseas migration (NOM) in Q3 and Q4...
Research Briefing
The mainland economy advanced 1.4% q/q in Q2, lower than our 1.9%prediction. The final reopening of the economy has been...
