Research Briefing
May’s PMIs delivered a set of record, or near-record, high readings. Whileactivity may not be quite as heated as the...
Economic growth
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Research Briefing
The US Recovery Tracker posted its strongest gain in seven weeks, rising 1.2ppts to 93.3 in the week ended May...
The economic fallout from the pandemic has thrown economists a number of curve balls. The usual rules about recessions, with...
Research Briefing
Current climate action pledges won’t contain global warming to well below 2°C in line with the Paris Agreement. If decisive...
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
Inflation in advanced economies is set to rise this year to the highest rate in a decade. This has sparked...
Domestic travel has provided a lifeline for the Travel & Tourism industry during the pandemic, filling at least some of...
Research Briefing
After being lauded for their successful containment of Covid-19 in 2020, the ASEAN-6 economies have experienced a surge in cases...
Research Briefing
World trade is staging an impressive recovery and so are ASEAN’s exports. We forecast exports will make a positive contribution...
Research Briefing
The public sector wage bill is one of South Africa’s largest line items on the expenditure side, accounting for roughly...
Research Briefing
Though the budget deficit remains very high, monthly borrowing totals haveconsistently undershot the OBR’s forecasts. We expect this to continue...
Research Briefing
Academic work has established that a mature workforce (one in which the 40-49-year-old cohort is large) has a positive impact...
Research Briefing
The US Recovery Tracker rose 0.4ppts to 92.1 in the week ended May 14, pointing to solid momentum ahead of...
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 baseline forecast sees a strong rebound in eurozone economic activity as vaccinations bring the pandemic under control, but this...
Research Briefing
The Canada Recovery Tracker (CRT) rose 1.4ppts to 87.4 in the week ended May 7 and is once again heading...
Research Briefing
A great uncertainty for the growth outlook is the extent to which households will spend the additional savings they’ve accumulated...
Research Briefing
We expect a mix of cyclical and structural factors will power above-trend productivity growth in the US in the post-Covid...
Research Briefing
The upside risks to our above-consensus view on eurozone inflation in 2021 are rising. However, we think that this primarily...
Research Briefing
India’s new lockdown strategy, which is being led by states, seems to be working. The sustained decline in the daily...
