Research Briefing
GDP for the eurozone surprised on the upside in Q3 with growth of 2.2% q/q, slightly up from Q2. The...
Research Briefing
GDP for the eurozone surprised on the upside in Q3 with growth of 2.2% q/q, slightly up from Q2. The...
Research Briefing
We have lowered our 2021 mainland GDP growth forecast to 3.9% from 4.1% previously after a softer-than-expected expansion in July....
Research Briefing
We don’t expect any policy changes to emerge from the October ECB meeting as key policy decisions are closely tied...
Research Briefing
The week was full of events that could potentially become policy shakers. While the PMIs showed economic growth keeps cooling,...
Research Briefing
The IMF’s updated GDP growth projection for MENA is largely in line with our baseline, although we are more optimistic...
Research Briefing
Although the outlook for Sweden is strong with all restrictions removed, there are downside risks related to persistent supply-chain bottlenecks...
Research Briefing
Our new monthly Asia Pacific Recovery Tracker shows overall momentum stalling in recent months amid the Delta-driven surge in Covid...
Research Briefing
Inflation has been elevated in many Asian economies for several months now. Indeed, the Bank of Korea and the Monetary...
Research Briefing
Canadian metros are rebounding strongly in 2021. We expect every metro to surpass their pre-pandemic GDP levels by the end...
Research Briefing
We estimate France’s fiscal deficit in 2022 will be around €40bn wider than projected by the government in its draft...
Research Briefing
Our Recovery Tracker suffered a setback at September’s end, falling 1.1pts to87.6 after reaching a new pandemic high two weeks...
Research Briefing
Consumer spending took over as the driver of recovery in Q2. We expect similar gains in Q3, leaving spending 3%...
Research Briefing
Government support schemes have been hugely successful in mitigating the financial consequences of the pandemic to consumers. But at the...
Research Briefing
Inflation in the UK is set to peak higher for longer than we previously expected. But structural factors plus the...
Research Briefing
The GCC recovery built momentum in Q3, thanks to vaccine progress, easing of health restrictions, and higher oil output. However,...
Research Briefing
While the potential collapse of Chinese property firm Evergrande matters, it doesn’t signal a ‘Lehman moment’ that might spark global...
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
Turkey’s economy posted growth of 0.9% q/q in Q2. The better result than our forecast of a 0.6% q/q decline...
Research Briefing
Oil exports from Saudi Arabia soared to SAR61.5bn in June, a 123% increase from a year earlier, as oil output...
President Biden has set a target of reducing net greenhouse gas emissions in the US by 50-52 percent below 2005...