Research Briefing
We expect Latin America to return to low trend growth in 2022, as policysupport is withdrawn and the easy gains...
Inflation
Are we now stuck in a high inflation world? Temporarily high inflation has lasted for longer than anyone predicted and inflation is set to rise further from here. Might we have actually entered into a new, higher, regime for inflation? Find out more about our GDP inflation forecast.
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Displaying 1 to 20 of 513 results
Research Briefing
We’ve raised our 2021 GDP growth forecast by 0.2ppts to 3.4%, following the full release of the Q2 national accounts....
Research Briefing
Construction and, to a lesser extent, manufacturing and agriculture were the only UK sectors to suffer significant labour shortages in...
Research Briefing
Finland’s Q2 GDP has been revised up slightly, which mechanically has lifted our forecast for 2021 growth. Most leading indicators...
Research Briefing
The US economy is past its peak, but that doesn’t mean the recovery is headed into reverse. While a deteriorated...
Research Briefing
We expect above-average growth in the eurozone over the coming quarters given the ample pent-up demand in the aftermath of...
Research Briefing
Our ASEAN-6 growth tracker, which includes Indonesia, Malaysia, the Philippines, Thailand, Singapore, and Vietnam, points to a weak start to...
Research Briefing
Profitability has staged an impressive recovery, but the rise in Q1 operating margins to a 12-year high materially overstates corporate...
Research Briefing
Powell’s speech did not materially alter the outlook for Fed policy, but it did clarify the distinction between the timing...
Research Briefing
Concerns have risen about financial market risks, centring around elevated asset valuations and high corporate debt. A lack of corporate...
Research Briefing
There’s a close race as the Bank of Canada weighs sticking with its successful flexible inflation targeting (FIT) or switching...
Research Briefing
The mainland economy advanced 1.4% q/q in Q2, lower than our 1.9%prediction. The final reopening of the economy has been...
Research Briefing
Retail sales fell sharply in July, but we don’t see this as a reason to turn bearish on the consumer...
Research Briefing
July’s fall in inflation is likely to represent only brief respite for consumers. After a larger than expected rise in...
Research Briefing
The flash release estimates that GDP expanded 2.2% in Q2, slightly better than our 2.1% estimate, pushing the Danish economy...
Research Briefing
Sweden’s economy grew by 0.9% q/q in Q2 according to the flash estimate. This was below our forecast and driven...
Research Briefing
Inventories – normally a strong predictor of the business cycle – are uncharacteristically low, even though global growth is at...
Research Briefing
A decent rise in GDP in Q2 confirmed hopes that the relaxation of Covidrestrictions would trigger a strong response from...
Research Briefing
Finland’s GDP for 2020 has been revised down, with a larger contraction in the first half of the year and...
Research Briefing
Headline CPI inflation rose 5.4% y/y in July 2021, but regional inflation is uneven, with prices up 5.9% y/y in...
