Research Briefing
Business failures in Japan have been stemmed thanks to massive government and bank liquidity support. However, there’s mounting concern regarding...
Research Briefing
Business failures in Japan have been stemmed thanks to massive government and bank liquidity support. However, there’s mounting concern regarding...
Research Briefing
Our Recovery Tracker recorded a second consecutive mild contraction in the week ending July 25, falling 0.3pts to 85. This...
Research Briefing
The protracted Greater Sydney lockdown, and return to lockdown conditions in other capital cities and regions has led to a...
Research Briefing
The rapid spread of the Delta variant has resulted in a third wave of Covid-19infections, almost as severe as the...
Research Briefing
We estimate world GDP surpassed pre-pandemic levels in Q2. But in recent weeks surging cases of the Delta variant have...
Rising coronavirus cases have resulted in London moving further from normality throughout June and into July. London’s normality score in...
Research Briefing
Headline CPI inflation in Canada was up 3.1% y/y in June, and we expect that a transient release of pent-up...
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
Despite having a diverse economy, Philadelphia has recovered only 55% of its lost jobs from the nadir of the pandemic....
Research Briefing
Atlanta has recovered 56% of its lost jobs from the nadir of the pandemic. Its net decline of 4.7% from...
Research Briefing
The Delta coronavirus variant poses the greatest risk to the global economy, according to our latest survey of risk perceptions....
Research Briefing
The region with the strongest forecast GVA rise in 2021 is the East Midlands, with an 8.2% increase, closely followed...
Research Briefing
We now expect the long-run nominal neutral policy rate – i.e., the rate at which the economy is in equilibrium...
Research Briefing
President-elect Pedro Castillo will struggle to pass legislation in Peru’s fragmented Congress, meaning the proposals that markets most worry about...
Research Briefing
Having suffered less during the pandemic, Columbus has recovered 70% of its lost jobs from the nadir of the pandemic....
Research Briefing
Struggling to recover from the reported exodus of residents during the pandemic, San Francisco has recouped only 28% of its...
Research Briefing
Warnings that the consumer recovery in advanced economies may be faltering look premature. While there are near-term downside risks due...
Research Briefing
Signs continue to point towards a strong bounce back in economic activity inQ2. The vaccine rollout has advanced rapidly in...
Research Briefing
The spread of the Delta coronavirus variant appears to have usurped inflation as the key concern. The Delta strain will...
Research Briefing
Our analysis of key economic indicators suggests on balance the economy is in the mid-cycle phase of the business cycle....