Research Briefing
Governments around Australia pursued an ‘infrastructure-led recovery’ to kickstart the economy following the coronavirus induced 2020 recession. As part of...
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Research Briefing
Governments around Australia pursued an ‘infrastructure-led recovery’ to kickstart the economy following the coronavirus induced 2020 recession. As part of...
Research Briefing
The US Recovery Tracker exited the summer on a bright note. It rose 0.7ppts to 96.7 during the two weeks...
Research Briefing
After over a year of political impasse, Lebanon has finally formed a government, led by a twice-former prime minister Najib...
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 latest survey of Japan’s households shows the stark failure of Abenomics to boost household wealth through asset price growth....
Research Briefing
We remain bullish on the outlook for the Canadian economy over the next two years despite a surprising contraction in...
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
Nearly half of the 16.9 million jobs in the leisure & hospitality (L&H) industry, as defined by the North American...
Research Briefing
New rules on residency visas are just part of the 50 economic initiativesannounced by the UAE to celebrate its golden...
Research Briefing
In 2022, we expect the strength of global economic growth to be driven by demand-side developments, in stark contrast to...
Research Briefing
At the September policy meeting, the CBR is likely to consider staying on hold or hiking its policy rate 25bp...
Research Briefing
Delta remains the primary threat to the recovery, but we also think that the drag from continuing, supply-chain disruption will...
Research Briefing
Recovery in both domestic and international travel is underway in the second half of 2021, despite some larger adverse impacts...
Although the ‘ pingdemic ’ in July raised concerns about the UK economic recovery, the evidence is that activity has...
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
The latest money and credit data suggested caution on the part of consumers. Unsecured lending flatlined in July and households’...
Research Briefing
Powell’s speech did not materially alter the outlook for Fed policy, but it did clarify the distinction between the timing...