Research Briefing
We remain bullish on the outlook for the Canadian economy over the next two years despite a surprising contraction in...
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Research Briefing
In 2022, we expect the strength of global economic growth to be driven by demand-side developments, in stark contrast to...
Research Briefing
Delta remains the primary threat to the recovery, but we also think that the drag from continuing, supply-chain disruption will...
Research Briefing
The US Recovery Tracker slid to its lowest level in nearly three months during the week ended August 20, declining...
Research Briefing
We have cut our near-term growth forecasts, in part due to the spread of Delta, and are likely to fine-tune...
Research Briefing
The fiscal and monetary response to the pandemic will leave a lasting mark on the net trade position of the...
Research Briefing
The US Recovery Tracker carried the stalled progress we saw in the month of July into August, falling 0.3ppts to...
Research Briefing
Our recovery tracker has taken a step down due to the Greater Sydney lockdown and snap lockdowns in other capital...
Research Briefing
The protracted Greater Sydney lockdown, and return to lockdown conditions in other capital cities and regions has led to a...
Research Briefing
We estimate world GDP surpassed pre-pandemic levels in Q2. But in recent weeks surging cases of the Delta variant have...
Research Briefing
The US Recovery Tracker plateaued in July after a five-month winning streak. While consumers and businesses continue to spend, peak...
Research Briefing
The spread of the Delta coronavirus variant appears to have usurped inflation as the key concern. The Delta strain will...
Research Briefing
We expect the more transmissible Delta coronavirus variant will have a much lower impact on European economies than previous waves,...
Research Briefing
The US Recovery Tracker added to its nearly five-month streak of weekly gains in the week ended July 9, rising...
Research Briefing
Concerns within markets about the impact of the Delta variant on the economy is in our view warranted. We have...
Research Briefing
A string of new Covid-19 outbreaks is weighing on the APAC region’s economic recovery. Among Asia’s developed economies, the case...
Research Briefing
Bahrain locked down again on 27th May after a surge in new Covid-19 cases, despite having one of the world's...
Research Briefing
The Canada Recovery Tracker (CRT) climbed 2.3ppts to 89.4 in the week ended May 14, its third consecutive rise. Six...
Research Briefing
Our Latin America Recovery Tracker (LART) rose 0.5pts during the week ending May 21 – a considerable slowing after the...
Research Briefing
Our Latin America Recovery Tracker (LART) climbed 3.4pts during the week ending May 14, the largest weekly gain since last...
