Research Briefing
Saudi Arabia’s GDP rose 1.5% y/y in Q2 according to the flash estimate. This was mainly driven by a boost...
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.
Research Briefing
Saudi Arabia’s GDP rose 1.5% y/y in Q2 according to the flash estimate. This was mainly driven by a boost...
Research Briefing
Our Recovery Tracker recorded a second consecutive mild contraction in the week ending July 25, falling 0.3pts to 85. This...
Research Briefing
The rapid spread of the Delta variant has resulted in a third wave of Covid-19infections, almost as severe as the...
Research Briefing
We estimate world GDP surpassed pre-pandemic levels in Q2. But in recent weeks surging cases of the Delta variant have...
Research Briefing
Headline CPI inflation in Canada was up 3.1% y/y in June, and we expect that a transient release of pent-up...
Research Briefing
The PMIs for Saudi Arabia, the UAE and Qatar all remained in expansionaryterritory in July at 55.8, 54.0 and 52.2...
Research Briefing
The Delta coronavirus variant poses the greatest risk to the global economy, according to our latest survey of risk perceptions....
Research Briefing
The region with the strongest forecast GVA rise in 2021 is the East Midlands, with an 8.2% increase, closely followed...
Research Briefing
We see the strong pull back in long-term US yields since the peak of the reflation trade this year as...
Research Briefing
We now expect the long-run nominal neutral policy rate – i.e., the rate at which the economy is in equilibrium...
Research Briefing
Signs continue to point towards a strong bounce back in economic activity inQ2. The vaccine rollout has advanced rapidly in...
Research Briefing
The August 12 national elections could mark a key turning point for Zambia’s future. Deteriorating economic conditions have left President...
Research Briefing
The spread of the Delta coronavirus variant appears to have usurped inflation as the key concern. The Delta strain will...
Research Briefing
Our analysis of key economic indicators suggests on balance the economy is in the mid-cycle phase of the business cycle....
Research Briefing
Elevated inflation is giving policymakers in Central and Eastern Europe headaches. Two of the regions’ outperformers, Poland and Hungary, are...
Research Briefing
Following record declines in 2020, we forecast strong 6.1% pa APAC GDP growth over the next two years. Nonetheless, the...
Research Briefing
Progress in passing the Petroleum Industry Bill (PIB) and official adoption of the Nafex rate are two significant policy steps...
Research Briefing
Eurozone inflation is set to push above the ECB’s 2% target for the first time since 2018. But we think...
Research Briefing
The Reserve Bank of India (RBI) has played a key role in leading India’s pandemic policy response. While elevated inflation...
Research Briefing
Ranking near the top in nearly every metric, Salt Lake City has recovered 94% of its lost jobs from the...