Research Briefing
Finland’s GDP in the last few quarters has been revised up slightly, lifting our growth forecast for 2021. High-frequency indicators...
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Research Briefing
Data for the UAE show inflation turned positive in August for the first time since December 2018, due to a...
Research Briefing
It’s not runaway inflation, and it’s certainly not stagflation. In fact, the US economy is going through a bout of...
Research Briefing
In a surprise move, the Monetary Authority of Singapore today tightened monetary policy by slightly raising the slope of the...
Research Briefing
Necessity and opportunity allowed African issuers to expand their public debt positions markedly since the Covid-19 pandemic hit. The sharp...
Research Briefing
We still think India’s recovery will be subdued in H2 2021, despite a significant pick-up in vaccinations from August. The...
Research Briefing
Electricity demand from the road vehicle sector is set to accelerate sharply in the coming decades, according to our new...
Research Briefing
Revisions in Q2’s national accounts showed the economy responding more strongly to exiting lockdown than initially thought. At the same...
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 Australian government is facing growing pressure on several fronts to solidify lower carbon emission targets. If left unchecked, these...
Research Briefing
Private bank credit contracted 2.7% in 2020 in Indonesia and continued to decline on a year-on-year basis through most of...
Despite another shift in the Covid-19 situation across Europe, national governments have largely resisted imposing new lockdowns, and our short-term...
Research Briefing
The federal election has seen a further fragmentation of the vote, which has left Germany with an inconclusive result. A...
Research Briefing
Indian households have hoarded savings through the Covid crisis, although to a lesser extent than the rest of the world....
Research Briefing
The role of the RMB is greatest where China is a major destination for manufacturing exports, suggesting that the degree...
Research Briefing
We expect Latin America to return to low trend growth in 2022, as policysupport is withdrawn and the easy gains...
Research Briefing
The Evergrande saga has shone a spotlight on the Chinese real estate sector. News that the company may miss loan...
Research Briefing
Recent political shifts have increased the odds of Germany loosening its tight national fiscal rules after the September elections, which...
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
The US Recovery Tracker exited the summer on a bright note. It rose 0.7ppts to 96.7 during the two weeks...
