The financial market volatility that has already marked the early stages of the COVID-19 economic recovery underscores how much the...
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Consulting Report
An analysis of the economic impact of BAT's alternative nicotine products in the UK.
Research Briefing
In line with trends seen across the GCC, the twin shock of the coronaviruspandemic and low oil prices has put...
Research Briefing
After spending over $5tn in cumulative cyclical fiscal relief, Congress is now contemplating President Joe Biden’s structural stimulus package worth...
Research Briefing
Asian currencies have broadly struggled in recent months due to the strengthening of the US dollar on the back of...
Research Briefing
The US Recovery Tracker rose 0.8ppts to 89.1 in the week ended April 2, the sixth straight rise. Another week...
Research Briefing
China is a significant net creditor to the rest of the world. At the end of 2020, its foreign assets...
Research Briefing
While many commentators have been calling for a US dollar collapse, we believe the greenback will have a lot of...
Research Briefing
CPI inflation is set to rise well above the Bank of Canada’s 2% target this spring and will likely surpass...
Research Briefing
After attacks on Palma in northern Mozambique in which dozens of civilians, including a South African and a Briton, lost...
As John Templeton once said, the four most dangerous words in investing are “this time it’s different.” This notion seems...
Research Briefing
The US Recovery Tracker rose 1.3ppts to 88.1 in the week ended March 26 on gains across most of the...
Research Briefing
Our recovery tracker indicator has continued to improve through 2021 after a seasonal dip in January. The tracker has reached...
Research Briefing
Despite the early-2021 rally reducing the previously glaring undervaluation of Sri Lankan bonds, they remain below fair value based on...
Research Briefing
Emerging market currencies tend to move with the economic cycle. Consequently, after losing ground in 2020, they have recently shown...
Research Briefing
Q4’s national accounts revealed GDP falling not quite as far short of pre-Covid levels as previously believed. And a reversion...
Research Briefing
The US Recovery Tracker rose 1.1ppts to 87 in the week ended March 19 on broad-based gains across five of...
Research Briefing
According to our analysis, eurozone consumers are raring to get spending as soon as restrictions are eased. Our modelling, based...
Research Briefing
The total Cairenes consumer spending is estimated at $79.2bn in 2020, with Cairo also being one of the few cities...
EY and Oxford Economics surveyed 1,050 CFOs or their equivalents to better understand how businesses are addressing market changes -...