Research Briefing
Washington has recovered 49% of its lost jobs from the pandemic as of Q1. This was below the US recovery...
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 500 results
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...
Research Briefing
Lockdown measures likely caused the economy to contract by 1.5% in Q1, but we see growth recovering strongly throughout the...
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
Could fiscal stimulus lead to economic overheating? Our assessment suggests that while that’s a risk, it’s not a foregone conclusion,...
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
With the government confirming that non-essential retailers and outdoor hospitality will reopen in England on Monday, our forecast of a...
Research Briefing
The coronavirus resurgence in India is raising concerns that the recovery could be derailed. With state governments reluctant to reintroduce...
Research Briefing
The US Recovery Tracker rose 1.3ppts to 88.1 in the week ended March 26 on gains across most of the...
