Research Briefing
US earnings growth continues to surprise to the upside, with more cyclical sectors leading the way in the Q1 earnings...
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Displaying 1 to 20 of 647 results
Research Briefing
World goods trade is staging an impressive recovery. It has now returned to its pre-pandemic trend, and our forecasts see...
Research Briefing
According to our pandemic-impact scorecard, EMs on average have been most afflicted, followed by frontier markets, with advanced economies suffering...
Research Briefing
Since the start of the pandemic, eurozone countries have been able to relax fiscal policy without worrying about the eurozone’s...
Research Briefing
The Egyptian economic recovery is struggling to gain traction following a robust performance in 2020. We expect the economy to...
Research Briefing
While we expect broad US dollar strength in the rest of 2021, we still seemodest gains in the Korean won...
The financial market volatility that has already marked the early stages of the COVID-19 economic recovery underscores how much the...
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...
