Research Briefing
The ZEW and the Sentix for November surprised on the upside, showing thatinvestors are increasingly confident about the future even...
Research Briefing
The ZEW and the Sentix for November surprised on the upside, showing thatinvestors are increasingly confident about the future even...
Research Briefing
Supply chain disruption, a new pattern of consumption and the tricky transition from public to private demand mean that 2022...
Research Briefing
Our US supply chain stress tracker indicates that supply chain pressures worsened in October, after having eased in September. Preliminary...
Research Briefing
Favorable spending fundamentals among US consumers and a desire to make up for last year’s socially distanced holidays should add...
Research Briefing
GDP for the eurozone surprised on the upside in Q3 with growth of 2.2% q/q, slightly up from Q2. The...
Research Briefing
China's growth slowdown will dampen economic activity across the APAC region. But the full extent of the impact will be...
Research Briefing
We have lowered our 2021 mainland GDP growth forecast to 3.9% from 4.1% previously after a softer-than-expected expansion in July....
Not a day goes by without a fresh headline about the mix of supply-chain bottlenecks that continues to disrupt industrial...
Research Briefing
Although the outlook for Sweden is strong with all restrictions removed, there are downside risks related to persistent supply-chain bottlenecks...
Research Briefing
The Danish economy expanded 2.8% q/q in Q2, sending GDP comfortably above its pre-pandemic level. As a result, we have...
Research Briefing
Finland’s GDP in the last few quarters has been revised up slightly, lifting our growth forecast for 2021. High-frequency indicators...
Research Briefing
It’s not runaway inflation, and it’s certainly not stagflation. In fact, the US economy is going through a bout of...
Research Briefing
The US Recovery Tracker slipped to 97.5 in the week ended October 1, down 0.6pts from its post-pandemic high in...
Research Briefing
The US economy has lost some luster, but demand appears resilient in the face of lingering supply-chain disruptions.
Research Briefing
Our new supply-chain stress indicator reveals the US economy faces escalating supply-side challenges. Transportation logjams are the greatest point of...
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
Delta remains the primary threat to the recovery, but we also think that the drag from continuing, supply-chain disruption will...
For most product-based businesses, the supply chain problems that have defined the Covid-19 era are not going away quickly. Executives...
Research Briefing
Recovering consumer demand has clashed with supply constraints, causing inventories relative to demand to fall in several industries, such as...
This research program details procurement’s influence on the organization, the current state of supplier collaboration, and the impact of technology...