Research Briefing
Demographic trends imply emerging market savings rates are approaching multi-decade peaks and will only fall marginally over the next few...
Savings
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Research Briefing
We think the damage from US tariffs on Eurozone consumer spending will be relatively mild. This is crucial for the...
Research Briefing
Eurozone growth in 2025 will rely on consumers. There were positive signs in H2 last year, with consumers starting to...
A plunge in consumer spending in 2022-23 has been a key factor behind the poor performance of the Czech economy....
Research Briefing
We think eurozone households will be reluctant to tap into the €1tn (8% of GDP) stock of savings accumulated during...
With Covid-related restrictions now removed, the Chinese economy is due for a bounce. In consensus thinking, much of that uptick...
Research Briefing
We think the outlook for traditional winter sales in the eurozone is subdued this year and any boost won't be...
Research Briefing
Revisions to personal income and spending data suggest US households accumulated a smaller stock of excess savings and have depleted...
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
UK households face a severe squeeze on their finances this year and have limited scope to cushion the blow by...
