Research Briefing
The level of Asian exports in volume terms has been stagnant in H2 2021. In addition, across the major manufacturing...
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
Our US supply-chain stress tracker points to less stress in November. Still, while transportation challenges eased, they remained the greatest...
Research Briefing
Diminishing economic disruption and uncertainty, stemming from the pandemic and ensuing supply-side bottlenecks, bode well for a still-strong recovery in...
Research Briefing
The surge in Covid cases continues across Europe, prompting governments to announce new restrictive measures that will impact economic growth...
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...
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
Finland’s GDP rose 0.9% in Q3 based on the flash estimate, in line with our forecast. High-frequency indicators show that...
Research Briefing
Growth in Q3 surprised on the upside based on the flash estimate, with activity in the previous months revised up....
Research Briefing
After expanding strongly in Q2, global GDP growth slowed in Q3 in response to the Delta disruption and ongoing supply...
Research Briefing
The ZEW and the Sentix for November surprised on the upside, showing thatinvestors are increasingly confident about the future even...
Research Briefing
Supply chain disruption, a new pattern of consumption and the tricky transition from public to private demand mean that 2022...
Research Briefing
Our US supply chain stress tracker indicates that supply chain pressures worsened in October, after having eased in September. Preliminary...
Research Briefing
Monthly data continues to show a gradual but persistent slowdown in economic activity moving deeper into Q4. While we still...
Research Briefing
GDP for the eurozone surprised on the upside in Q3 with growth of 2.2% q/q, slightly up from Q2. The...
Research Briefing
China's growth slowdown will dampen economic activity across the APAC region. But the full extent of the impact will be...
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....
Not a day goes by without a fresh headline about the mix of supply-chain bottlenecks that continues to disrupt industrial...