Research Briefing
Our new North America Housing Affordability Indices (HAIs) show affordability improved across the region early in the pandemic but will...
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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Research Briefing
Saudi GDP fell 3.3% y/y in Q1 according to flash estimates, slightly weaker than we had expected. The decline was...
Research Briefing
Our thorough analysis of inflation risks shows that Mexico should be the first to join Brazil in the rate-hiking club...
Research Briefing
Higher headline and core inflation in advanced economies is on the way in H2 as a result of factors including...
Research Briefing
At May’s MPC meeting the committee revised up its forecast for GDP growth in 2021 significantly and laid out its...
Research Briefing
Norway’s economy is restrained by activity restrictions that aim to maintain tight control over the pandemic. However, once containment measures ease,...
Research Briefing
A win for pro-independence parties at Scottish elections on May 6 will put Scotland’s exit from the UK back on...
Research Briefing
Washington has recovered 49% of its lost jobs from the pandemic as of Q1. This was below the US recovery...
Research Briefing
Rising raw materials prices, supply-chain disruptions, and surging shipping costs are raising expenses for producers, boosting near-term global inflationary pressures....
Research Briefing
Retail sales surged in March, even though many physical stores remained closed, while the reopening of non-essential stores and outdoor...
Research Briefing
The rapidly swelling second wave has taken a big toll on the country’s health infrastructure. The health system has collapsed...
Research Briefing
Tracker data suggests that growth across the ASEAN bloc improved to a 1.5% y/y contraction in February following a 2.9%...
Research Briefing
While we expect broad US dollar strength in the rest of 2021, we still seemodest gains in the Korean won...
Research Briefing
The current spread of Covid-19 in the region has yet to be brought undercontrol, leaving us cautious over the prospects...
Research Briefing
March’s pickup in inflation will mark the beginning of a sharp rise over the next few months, as sizeable base...
Research Briefing
Sweden’s economy looks increasingly resilient to the latest round of activity restrictions. Despite stricter lockdown measures and a slow vaccine roll-out, Swedish...
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
Although February saw GDP make only a modest advance in exiting a Covidshaped hole, the month’s 0.4% m/m rise in...
Research Briefing
CPI inflation rates will remain volatile in 2021, with both headline and coremeasures set to spike to the top of...
