Research Briefing
Despite a flattening of the yield curve and some position squaring of the socalled reflation trade, we believe our key...
Economic growth
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Research Briefing
Our Latin America Recovery Tracker (LART) fell slightly (-0.7pts) during the week ending June 18, following two consecutive weekly gains....
Research Briefing
The Colombian economy is finally showing hints of an inflation build-up, with monthly CPI rising above its seasonal average in...
Research Briefing
Myanmar’s Feb. 1 military coup, which ousted the newly reelected NDL party over unsubstantiated claims of election fraud, has been...
Research Briefing
Our US Recovery Tracker started June with a bang, rising a strong 1.2ppts to 96.1 in the week ended June...
Research Briefing
The US economy is unlikely to experience an inflation regime shift. But after a decade of glacial price rises in...
Research Briefing
We believe now is the time to close out our tactical bullish GBP call, initiated in March, as the almost...
Research Briefing
Technical factors will push inflation up in the short-term and the fallout from the pandemic will raise inflation risks further...
Research Briefing
Talk of US labor shortages is everywhere. But rather than a shortage, we see a transitory mismatch between the supply...
Research Briefing
The Canada Recovery Tracker (CRT) dipped 0.1ppt to 90.9 in the week ended May 28, its first decline in five...
Research Briefing
The authorities’ decision to eschew lockdowns in the last 12 months has led to a steady return of mobility and...
Research Briefing
The latest US and China inflation numbers have been shrugged off by markets despite being a bit higher than expected.
Research Briefing
With the spread of Covid-19 in the US slowing considerably and vaccinations continuing at a healthy pace, consumers are gradually...
Research Briefing
We now expect the scarring effect from the pandemic on the supply-side of the UK’s economy to be much more...
Research Briefing
Our Canada Recovery Tracker (CRT) rose 3.3ppts to 90.9 in the week ended May 21, its fourth straight weekly increase....
Research Briefing
Our US Recovery Tracker finished May on a high note, rising 1.5ppts to 94.6 in the week ended May 28....
Research Briefing
As proposed, President Joe Biden’s American Jobs Plan would brighten the US industrial and regional outlook. Model simulations indicate the...
Research Briefing
The eurozone is heading into a strong economic rebound this month, driven by a services sector boom as restrictions are...
Research Briefing
Inflation is on the rise in Asia following hefty commodity price increases, and it may in some economies even increase...
Research Briefing
London’s business activity continued to improve in April, according to the IHS Markit Purchasing Manager’s Index (PMI), and business confidence...
