Many major cities around the world—especially in North America and Europe—have been hit disproportionately hard by Covid-19 compared with their...
Economic growth
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Research Briefing
Vaccine programs across the world are well underway and should enable a sustained and meaningful easing of restrictions in late-2021...
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
Recent political shifts have increased the odds of Germany loosening its tight national fiscal rules after the September elections, which...
Research Briefing
Ghana managed to fight off the worst effects of the Covid-19 pandemic last year. While the country's economic prospects remain...
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
We remain bullish on the outlook for the Canadian economy over the next two years despite a surprising contraction in...
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
In 2022, we expect the strength of global economic growth to be driven by demand-side developments, in stark contrast to...
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 latest money and credit data suggested caution on the part of consumers. Unsecured lending flatlined in July and households’...