Research Briefing
The US Recovery Tracker strengthened in the week ended September 17, rising 0.3ppts to 96.1, but remaining below its early...
Research Briefing
The US Recovery Tracker strengthened in the week ended September 17, rising 0.3ppts to 96.1, but remaining below its early...
Despite another shift in the Covid-19 situation across Europe, national governments have largely resisted imposing new lockdowns, and our short-term...
Research Briefing
A glance at recent headlines in the UK could leave the reader feeling beleaguered. So the tongue-in-cheek question posed recently...
Research Briefing
The surge in European gas and electricity prices over recent months pushed energy prices to an all-time high in August,...
Research Briefing
Asia’s economic performance over the next six to nine months will continue to be hugely influenced by developments in the...
Research Briefing
Notwithstanding Covid-related risks, we expect Asian currencies will show resilience in the face of tighter US monetary policy, particularly when...
Research Briefing
The role of the RMB is greatest where China is a major destination for manufacturing exports, suggesting that the degree...
Research Briefing
Our new supply-chain stress indicator reveals the US economy faces escalating supply-side challenges. Transportation logjams are the greatest point of...
Many major cities around the world—especially in North America and Europe—have been hit disproportionately hard by Covid-19 compared with their...
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...